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Video: TCFD – Why climate reporting is critical for your employer pension clients, with Aviva Investors’ Tom Tayler News
Research & Guides - Corporate Adviser
Workplace Protection & Wellbeing Report. The Workplace Protection and Wellbeing Report 2021 is the third iteration of Corporate Adviser’s definitive analysis of the group risk, corporate healthcare, cash plan and wellbeing sectors.
IFA firms focus on acquisitions but approach mergers cautiously ...
2 天之前 · IFA firms are focusing on acquisitions while approaching mergers with more caution as data shows 9 per cent of Independent Financial Adviser (IFA) firms have acquired other businesses since December 2024, while 5 per cent have merged in the same period. According to Opinium’s latest IFA Barometer ...
Corporate Adviser Provider Service Ratings Report 2024: …
2024年8月29日 · Corporate Adviser editor John Greenwood says: “Service levels are central to the relationship between provider and intermediary. Bad service is keenly felt by advisers, consultants and brokers, causing them increased workload, creating potential for errors and straining their relationship with their employer clients when things go awry.
CA Awards 2024: All the winners revealed - Corporate Adviser
2024年6月28日 · PIB Employee Benefits won the prestigious Firm of the Year Award, with Benefiz picking up the gong for the Best Small Firm at the Corporate Adviser Awards 2024, held last night in London.
Round table: Green light for VfM? - Corporate Adviser
2 天之前 · Currie said he was also concerned about firms meeting the green threshold, but not making more improvements to their schemes that could augment value. He didn’t want a flat green line. He said that the amber and red ratings were also both a blunt tool.. Paul Tinsley a professional trustee at Dalriada suggested the monetary impact …
Where’s the value in that? - Corporate Adviser
2 天之前 · The concept of value has been widely discussed in the industry, with it seemingly subjective from provider to provider. Recognising this The Pensions Regulator, the Financial Conduct Authority, and the Department for Work and Pensions are collaborating to develop a framework aimed at improving the value that pension schemes deliver for savers and to allow meaningful comparison of this.
CA Master Trust & GPP Defaults report – key findings
2024年5月7日 · DC providers added £113bn in 2023, an increase of 25.5 per cent, with Aviva retaining its position as the biggest bundled DC provider, with assets of £110.6bn, up £15bn on the previous year, according to figures from Corporate Adviser Intelligence’s Master Trust & GPP Defaults report 2024.
No redress paid for poor DB transfer advice due to rising annuity …
2025年1月9日 · The typical defined benefit transfer complainant is now likely to receive no compensation at all for poor advice due to rising annuity rates and more buoyant stock market returns. These findings come from Broadstone’s latest redress tracker, which indicates the level of compensation due to those ...
FCA updates ‘polluter pays’ guidance for financial firms
2025年1月14日 · The FCA has today provided an update on its polluter pays regulations, setting out its clear expectations that firms should take reasonable and verifiable steps to ensure any potential and actual redress liabilities have been considered, provisioned for and addressed.