Richard Beaven

The Pensions Regulator has just published the long-awaited new Funding Code for defined benefit pension schemes. Join this webinar to help you understand the impacts and the steps that you should take. https://lnkd.in/esBrVNZm

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Join our “Dear CEO…” webinar to get to grips with all the twists and turns of the FCA Retirement Income Advice Thematic Review. We’ll have an expert panel joining us to answer your questions following the release of the Dear CEO letter. You don't want to miss it! Register your interest now 👉 https://hubs.li/Q02yn67v0 #thematicreview #retirmentincome #webinar #signupnow

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Minister for Financial Services Stephen Jones has called for the industry to remain supportive of his advice reform package, as time to get further legislation passed begins to run out. As the opposition ramps up its attacks on the Minister’s record, Jones has countered that the legal framework for advice had been “inadequately addressed and in many instances abandoned” by the Coalition. Stephen Jones #insurancesupersummit #dbfo #qar #financialadvisers #financialplanning #financialservices

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In this article Professional Adviser references our new research into advisers' decumulation strategies. If you're an adviser you can download our free research report, entitled 'Rethinking Retirement: Changing Gear?' here https://lnkd.in/e6qfSRaa And you can also sign up for our Rethinking Retirement roadshows which are taking place over the next three weeks in conjunction with Wealthtime, Just Group plc and the lang cat, where we're helping advisers consider the evolving world of pensions advice, and the role that secure lifetime income options can play.

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Secure your place at our upcoming Positive Change Fund webinar with Citywire to hear investment specialist director Rosie Rankin discuss key themes in the portfolio. Capital at risk. #ActualInvestors

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🆕 REPORT: A monthly gauge of confidence levels among UK business.   Managing Director for Relationship Management, Business & Commercial Banking Paul Gordon says, "The last three months saw confidence unchanged at 42% as businesses adjusted to the economic environment. That consistency has been followed up by a marked increase in confidence in May with improved scores for trading prospects, economic outlook and hiring intentions. Following on from last month, there also continues to be positive signs for the labour market as businesses show increased hiring intentions."   Read the full report or save this post and come back to it later 🔖   Editor: Hann-Ju Ho #EconomicOutlook #UKEconomy #UKBusiness

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The UK's biggest pension consulting firms by revenue 💰. PP has analysed the accounts of the biggest pension consulting firms. Check out Jonathan Stapleton's latest article 👇 https://incm.pub/3X3GRS6 #pensions #pensionscheme #employeepension #finance #retirement

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As we transition from the working world into retirement, our financial perspectives undergo significant shifts. In this week's blog Goldsborough Adviser Craig Kirkwood explains the shift in perspective - and how a financial adviser can help to navigate this change.

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An important report by Schroders and the Pensions Management Institute has been published today. The report, Lifetime Savings Initiative: A vision for success and self-sufficiency, was developed with an expert panel including representation from TPR. It reinforces the need to make the pensions system work for everyone and that all savers should get value from money from their pensions. Read more: https://ow.ly/rW3g50TGtjY

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Improving data quality can significantly speed up bulk annuity transactions. This article shares valuable insights on data preparation and its impact on a successful buy-in/buyout strategy. For anyone involved in pensions, now is the time to review your scheme’s data gaps, streamline rectification projects, and ensure benefit calculations are accurate. Get ahead of the curve and learn how a well-prepared scheme can secure better terms and pricing. Explore the full article here: https://lnkd.in/dkw_nhXG #Pensions #DataQuality #BuyInBuyout #Annuities #RetirementPlanning #DataPreparation #PensionSchemes #Lumera #ITM

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The Power of Quality Data in Your Scheme’s Future 🚀 As many pension schemes face buy-out or wind-up in the next 10 years, having high-quality data is essential for success. Accurate data ensures insurers can properly assess liabilities, reduces administrative errors, and speeds up processes. 📉 Poor data leads to inefficiencies, delays, and increased costs. 📊 Strong data drives smoother operations, enhances member experience, and builds insurer trust. Get ahead by auditing your data today and setting your scheme up for a seamless future. Read our latest article in our Excellence in Endgames Insights Hub for our five-stage approach. https://okt.to/bVhsGo #Pensions #DataQuality

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At Finlay Wealth Management, we provide solutions that strengthen your investments, ensuring financial security before and after retirement, along with failsafe estate planning. Our passion drives everything we do, ensuring your success today, tomorrow, and in the future.💫 More information can be found at www.finlaywealth.co.uk ✔️ #wealthmanagement #financialadvice #financialplanning #secureyourfuture #northernireland

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#UK Exciting Update: The Association of British Insurers in collaboration with Fair4All Finance has set a new #FinancialInclusion Strategy to transform #accessibility in #financialservices! Here's what's on the agenda: 1. Improving #Affordability: Initiatives to make motor insurance more affordable, ensuring everyone can secure essential coverage without financial strain. 2. Enhancing #HealthSecurity: Integrating insurance solutions in workplaces to manage health effectively, reducing the financial impact of ill health. 3. Bridging the #Retirement Advice Gap: Focused efforts to provide clearer, more accessible financial guidance for retirement planning #FinancialInclusion #InsuranceIndustry #SustainableFinance #UKFinance Brian Doe Read more in about the strategy below ⬇

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The FCA continue to stress the importance of establishing a robust evidential trail and delivering fair value for assets under advice customers. It’s not only the regulator, claims management companies have also been actively approaching clients to submit complaints to wealth management firms. So, it's clearly a critical juncture for ongoing service providers to take stock and understand the extent of any problems in their back-book whilst establishing a robust evidential trail for the future. TCC outlines three critical steps for ongoing advice providers to take now >> https://bit.ly/3zCJ9yf #ongoingadvice #chargesandfees #governance #compliance #FCA #fairvalue #complaints #wealthmanagement #servicefees #claimsmanagement

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Pensions dashboards: get yourself connected Our Head of Pensions Technical, John Wilson, outlines important insights for pension scheme trustees. With the government’s deadlines looming, it’s crucial to start planning your connection strategy now. Dashboards promise better member outcomes, but the journey to get there is complex. From governance and data management to technology and administration, there's a lot to consider. Read now: https://lnkd.in/e8vBzySE  #pensionsdashboards #aptia #pensionsadministration #trustees 

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