TCF

Financial regulators in the US are warning investors and advisers to beware the limitations of automated investment tools.

Standard Life has become the latest provider to face adviser criticism as some life companies seemingly struggle to deal with pensions changes they claimed they were prepared for.

Advisers should follow a simple three-step process when dealing with 'insistent' clients which will put them in a strong position should any future problems arise, Rory Percival has said.

Remembering pension transfer permissions

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Phoenix Life is reviewing the pricing of the majority of its pension funds after a rounding anomaly in some of its life products was pointed out by a retired IFA.

The regulator's definition of "vulnerable consumer" must include those with gaps in their understanding of financial terms and products to prevent another misselling scandal, a software provider has said.

Clients who buy the same protection products via Sesame could pay vastly different premiums amounting to thousands of pounds more depending on which of the network's two types of adviser they deal with, an investigation by Professional Adviser has revealed....

Are strict covenants unfair on clients?