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1 month ago | 
moneymarketing.co.uk | Verona Kenny |Jamie Jenkins |Matthew Connell |Kimberley Dondo
As International Women’s Day comes around, much of the conversation rightly focuses on the gender wealth gap. This also includes the fact that fewer women than men are seeking financial advice, although not always by as much as you might think (I’ll come on to that). The gender pensions gap is stubbornly wide, even across younger generations and in spite of over ten years of auto-enrolment. Assumptions about women are seemingly hard wired into the jobs market.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Matthew Connell
Entries are now open for the 2025 Money Marketing Awards, the flagship event celebrating excellence across the financial advice sector. Taking place on Thursday 11 September at The Londoner Hotel in London’s West End, the awards promise a night of recognition, networking and celebration. Firms and individuals across the industry are encouraged to enter, providing an opportunity to showcase their achievements and highlight outstanding contributions to the profession.
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1 month ago | 
moneymarketing.co.uk | Tom Browne |Matthew Connell |Chris Budd
Any anniversary is about looking back (not always in anger). So, if I may be permitted some personal reminiscences, the period from 1995 to 1997 was a pretty special time for me. As I’ve written before, that post-Cold War/pre-9.11 world feels, in retrospect, like a time of hope and change – particularly if you came of age during that period. I turned 17 in 1995 and voted in my first election in 1997 (I won’t say who for, but it wasn’t out of step with the national mood).
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1 month ago | 
moneymarketing.co.uk | Darius McQuaid |Matthew Connell
The FCA has started criminal proceedings against Kerry Nelson and Jacqueline Stephens for alleged fraud, forgery, and money laundering. Nelson was director of both Nexus Independent Financial Advisers (IFA) and Nexus Investment Managers. Stephens was business operations manager at the same firms. Both have been charged with allegedly defrauding four clients between January 2019 and January 2023, out of £2m.
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1 month ago | 
moneymarketing.co.uk | Jamie Jenkins |Darius McQuaid |Matthew Connell
The Financial Conduct Authority has officially removed the requirement for firms to appoint a Consumer Duty board champion. In an update published yesterday (27 February), the regulator said that, from that date, it no longer expects firms to have a Duty champion, although “they can retain the role should they wish to do so”.
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1 month ago | 
moneymarketing.co.uk | Andy Curran |Kimberley Dondo |Matthew Connell |Chris Budd
There is no doubt that we are more aware of pensions and long-term savings than we were a decade or so ago. Unfortunately, I am not sure that we are making them easier to understand. Successive governments have increased participation in pension savings with auto-enrolment (AE). They have demanded greater decision-making with Pensions Freedoms. The press has continued to shine a light on pensions, and social media has created its own commentators and pensions-related content.
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1 month ago | 
moneymarketing.co.uk | Darius McQuaid |Matthew Connell |Momodou Musa Touray |Yasmina Siadatan
The FCA has said it will launch a multi-firm review of model portfolio services (MPS) in 2025 to assess how firms are implementing the Consumer Duty. In a letter the city watchdog published today (26 February) it explained that MPS have been growing “at pace”.
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1 month ago | 
moneymarketing.co.uk | Kimberley Dondo |Matthew Connell |Nita Patel
View more on these topicsAdvisers Podcast In conversation with In this episode, Kimberley Dondo speaks with Dan Boardman-Weston, CEO of BRI Wealth Management, about the AI investment frenzy, the UK’s economic challenges, and where investors can find stability. They also discuss portfolio strategies amid high interest rates, the impact of Trump’s second term on UK investors, and whether UK equities are undervalued or facing deeper issues. Listen now:
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2 months ago | 
moneymarketing.co.uk | Matthew Connell |Darius McQuaid |Momodou Musa Touray
This year, the Financial Conduct Authority (FCA) has been consulting on ‘targeted support’ – a potential addition to the spectrum of help, support and guidance that consumers can access when they approach retirement. When the FCA published its proposals, it also published a comprehensive research review by NMG into consumers’ attitudes to existing guidance and their hopes and expectations for targeted support.
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Jan 7, 2025 | 
postonline.co.uk | Matthew Connell
Before Christmas, I gnawed my knuckles to the bone watching Mark Rylance’s brilliant performance as Thomas Cromwell in Wolf Hall, the drama depicting the rise and fall of Henry VIII’s right-hand man. What struck me most was how all the characters, however brilliant and resourceful they were, ended up being swallowed by a claustrophobic, nerve-sapping, cultural swamp of suspicion, threats and shifting loyalties.
