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Greg Neall

Articles

  • 4 days ago | moneymarketing.co.uk | Rory Marsh |Darius McQuaid |Momodou Musa Touray |Greg Neall

    We love a three-letter abbreviation in our industry. And this year we marked a milestone for IGCs (Independent Governance Committees) and their focus on VFM (Value for Money). April 2025 was the 10-year anniversary of the establishment of IGCs for all major providers of contract-based workplace pensions. So, let’s say HHH (Hip Hip Hooray). OK, maybe I made that last abbreviation up.

  • 5 days ago | moneymarketing.co.uk | Kimberley Dondo |Thomas Mathar |Darius McQuaid |Greg Neall

    Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA’s AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.

  • 1 week ago | moneymarketing.co.uk | Barrie Dawson |Richard Shearwood |Kimberley Dondo |Greg Neall

    The core duties of a personal representative (PR) are to collect and manage the estate’s assets, settle the deceased’s debts and liabilities, and distribute the remaining estate according to the will — or by the rules of intestacy if no will exists. Sounds straightforward, right? In practice, it’s anything but. The role can be daunting for a layperson, and professional guidance from an estate administrator is often essential. A common stumbling block?

  • 1 week ago | moneymarketing.co.uk | Greg Neall |Richard Shearwood |Mark Sanderson

    I’ve recently been reminded of the legacy issues that still affect some women, particularly those of a certain age, in our pension system. These stem from the sexism embedded in the 1970s, 80s and 90s, yet their financial consequences are very much alive today. Earmarking in divorce settlements is widely known to have caused problems, but the scale of inequity it created is less often seen in stark detail. I once advised a woman awarded a death-in-service benefit for her chronically ill ex-husband.

  • 1 month ago | citywire.com | Greg Neall |Julian Bovill |Joe Stonor

    Independent Wealth Planners (IWP) chief executive Rob Allen is leaving the advice consolidator at the end of the month. Allen, who joined IWP in 2022, is joining offshore investment firm International Financial Group Limited (IFGL), where he will replace David Kneeshaw as CEO on 1 May. IWP is in the process of being acquired by rival consolidator Titan Wealth, which announced its deal at the end of last year. However, planners were told last month that the deal may not complete until the summer.

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