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Video: TCFD – Why climate reporting is critical for your employer pension clients, with Aviva Investors’ Tom Tayler News
CA Awards 2024: All the winners revealed - Corporate Adviser
Jun 28, 2024 · 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.
Consolidation overdrive - Corporate Adviser
2 days ago · A combination of market factors and regulation have already led to a dramatic consolidation of workplace pension funds. But the Government is set to turbo-charge the process with new minimum asset levels for multi-employer funds, with a start date possibly as early as 2030. With suggested of ...
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.
Corporate Adviser Provider Service Ratings Report 2024: …
Aug 29, 2024 · 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.
IFA firms focus on acquisitions but approach mergers cautiously ...
5 days ago · 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 ...
Isio completes acquisition of K3 Advisory - Corporate Adviser
2 days ago · Isio Group has completed its acquisition of K3 Advisory, the insurance and risk settlement specialist, having received regulatory approval. Isio handled transactions worth between £1 million to £1 billion in 2024 while collaborating with all 10 bulk annuity insurers. Isio and K3 managed about ...
Round table: Green light for VfM? - Corporate Adviser
5 days ago · 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 …
Speculation that Reeves set to relax DB surplus access
Jan 27, 2025 · Barnett Waddingham partner Ian Mills says: “It’s great to hear that the Chancellor is expected to announce reforms to how companies can access their DB pension surpluses. “The current rules have created an artificial incentive on DB schemes to de-risk at any cost. That has led to value destruction on a colossal scale.
No redress paid for poor DB transfer advice due to rising annuity …
Jan 9, 2025 · 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 ...