Latest News & Blog

"The historic significance of pension freedoms" "The historic significance of pension freedoms"

19 Apr 2017 Ken Davy

On my first day in financial services in 1970, I was taught about the vital importance of the Life Assurance Act of 1774, which introduced insurable interest.

Keeley Paddon: Top of the QROPS Keeley Paddon: Top of the QROPS

04 Apr 2017

Keeley Paddon outlines the practicalities advisers need to consider in the wake of the changes to the tax treatment of QROPS transfers outlined in last month's Spring Budget

"To boldly go where no robot has gone before" "To boldly go where no robot has gone before"

20 Mar 2017 Ken Davy

I am sure Star Trek would have flopped had it just been a bunch of robots exploring the galaxies; it needed great characters to bring it alive for its followers.

"Tory change of attitude is heart of the matter" "Tory change of attitude is heart of the matter"

22 Feb 2017 Ken Davy

Going head-to-head with one’s editor – in my case the knowledgeable and dynamic Emma Ann Hughes – is always somewhat high risk. However, on this occasion, it is a risk I have to take.  

"'Voluntary agreement' has implications for FSCS" "'Voluntary agreement' has implications for FSCS"

02 Feb 2017 Ken Davy

Even when the subject matter of my weekly column is quite serious, I generally begin with a somewhat light-hearted anecdote. 

Keeley Paddon: Pension scam cold-callers - we've got your number Keeley Paddon: Pension scam cold-callers - we've got your number

19 Jan 2017

For far too long, says Keeley Paddon, cold-callers and pension scams have been a blight on the pensions sector and it is good to see the authorities finally appear to be grasping the nettle

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Latest News

A balanced view

July 20, 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

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Liberté! Egalité! Regulatory!

July 19, 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

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"Times change, but savings advice is still needed"

July 17, 2017

One of the most notable years for me was 1963. Jennifer and I had just bought our first house for the princely sum of £1,400, which back then seemed an awful lot of money.

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So FAMR, so good ...

July 11, 2017

12 months since its introduction, what effect is FAMR having on day-to-day business? Can we claim it’s so FAMR, so good?    

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