The FCA is clearly inching its way towards breaking down the boundary between advice and guidance with the aim of giving more ’targeted support’, as it calls it, to millions of pension savers.
Archives for December 2001
Editor’s Comment: The ultimate pensions theft
News this week that life expectancy in most of the UK has fallen for the last couple of years has raised a few eyebrows and also got me thinking about the impact of this on all sorts of major financial services issues, the State Pension being one.
Phil Billingham: Why big banks suck at client service
We have had a few ‘interesting’ interactions with clients and providers this week. One client is struggling with their bank. In essence, they have banked with them for over 50 years, and have always had a ‘personal banker’. They used to be called bank managers….
Editor’s Comment: FCA has questions to answer on FOS
The Financial Ombudsman Service (FOS) is normally seen as a bastion of stability but this view has been rocked in the past week with the sudden and unexpected departure of CEO and Chief Ombudsman Abby Thomas.
Q&A with Paradigm Norton’s next CEO Philippa Hann
Financial Planning Today editor Kevin O’Donnell recently caught up with Philippa Hann, recently announced as the next CEO of Bristol-based, employee-owned Financial Planning firm Paradigm Norton. She will take up the role in April. A full version of this interview will appear in the next issue of Financial Planning Today magazine in November.
Financial Planning Today Magazine: Next issue out soon
The latest edition of Financial Planning Today magazine, the premium UK journal for Financial Planning, Wealth Management and Paraplanning professionals, will be out next week.