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Barnett Waddingham news: July 2019 Archive

Gold standard for customer experience across all trustee services

Through our hard work and dedication to clients we have been accredited a ‘Gold Award’ from the independent Investor in Customers (IIC) assessment process for our consultancy and administration services.

FCA feedback statement risks giving the consumers the price of everything and the value of nothing

This morning’s release of a Feedback Statement by the Financial Conduct Authority (FCA), which focuses on non-workplace pensions (NWPs), aims to reduce the complexity and increase the transparency of charging structures between different pension products. The FCA’s “Effective competition in non-workplace pensions” Feedback Statement risks giving consumers the price of everything and the value of nothing, says James Jones-Tinsley, Self-Invested Pensions Technical Specialist.

Welcome proposals on contingent charging represent a pragmatic approach to reduce conflicts

The FCA have today published a number of pension related proposals designed to improve the quality of pension transfer advice. This includes a proposed ban on contingent charging for pension transfer advice. Simon Taylor welcomes the proposal and supports the increase in transparency of charges.

SIPP operators placed at commercial disadvantage

Today the FCA has published a number of documents and the latest ‘Retirement Outcomes Review’ Policy Statement has confirmed all pension providers will have to offer Investment Pathways to those individuals who go into drawdown on a non-advised basis. James Jones-Tinsley, Self-Invested Pensions Technical Specialist, believes SIPP operators have been placed at a commercial disadvantage

Barnett Waddingham revamps its fiduciary management evaluation services

Barnett Waddingham’s independent advisory services for fiduciary management is evolving, with a name change to FM Evaluate, and a new leader. Previously called Fiduciary Management Oversight, the change to FM Evaluate recognises the evolution of the service to offer much more than simply oversight.

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