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Tom Baigrie: Are bank partnerships the next stage of advice evolution?

27 March 2015

Banks and insurers should consider the value of partnerships with smaller advice firms.

Comments (1)


Tony Mudd: The challenge of advising globally mobile clients

25 March 2015

Despite the potential benefits of the time apportioned reduction, bed and breakfasting could be a better option for international clients.

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Danby Bloch: Pre-election planning on pensions

25 March 2015

Advisers should be planning now for the possibility of a change of government.

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Peter Hamilton: Rights over pensions in bankruptcy

24 March 2015

Can a trustee in bankruptcy require a bankrupt to elect to take his pension?


Phil Billingham: The (un)hidden agendas of product providers

24 March 2015

Do not lose sight of the fact their true purpose is to achieve corporate profit and distribution goals.

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Stephanie Flanders: Should investors fear a strengthening dollar?

23 March 2015

A stronger dollar ought to be good news for investors, provided the upward trajectory does not get out of hand.


Alan Higham: The complex world of pension transfers

23 March 2015

The job of a pension transfer specialist is not easy and they are likely to be in massive demand.


Andrew Tully: Cutting lifetime allowance is a tax on investment performance

20 March 2015

The hope coming into this year’s Budget was that pensions would be left alone but this was always unlikely.

Comments (2)


Seven Families hits back after Cicutti 'comatose' attack

19 March 2015

Kevin Carr says PR has generated £700,000 worth of press coverage since the campaign launched.

Comments (2)

Annalise Toberman Peach 250x255

The Platforum: Pension wrappers set to clean up

17 March 2015

The bulk of platform assets now sit within pension wrappers and the net sales figures look increasingly promising.


Ian McKenna: Lessons from the US on adviser software integration

16 March 2015

UK advisers are right to expect more of software suppliers and platforms.

Hugh Young

Hugh Young: The challenges ahead for India

16 March 2015

Conditions are ripe for India’s economy to take flight once again.

Andrew Tully Peach 250x255

Andrew Tully: Politicians must resist pensions tinkering temptation

16 March 2015

A period of stability is needed to work out whether pension saving is on the right track.

Comments (1)


Linda Smith: What to expect from Pension Wise

11 March 2015

Will the Government’s goal of better-informed consumers beat a path to advisers’ doors?

Comments (3)

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Holly Mackay: Platform price wars episode II - attack of the clones

11 March 2015

We are now seeing the start of a second price scuffle, as providers compete for the “pension freedoms wallet”.

Comments (5)


Danby Bloch: Why I'm in favour of inheritable pensions

10 March 2015

New tax rules mean planning to cascade pension wealth down the generations is well worth recommending.

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MM Leader


MM leader: FCA needs to get a grip on unauthorised firms

26 March 2015

Pension freedoms mean it is imperative the regulator tackles a growing problem.

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Nic Cicutti


Nic Cicutti: It's time to debate protection out in the open

26 March 2015

You can always tell when something I said is highly controversial.

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Chris Gilchrist


Chris Gilchrist: Why are we still footing the bill for product disasters?

27 March 2015

A review of the liable parties is well overdue. But is it in the regulator’s best interests? 

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Alan Lakey


Alan Lakey: The simple truth about 'simple' products

28 November 2014

The simple products initiative is occupying the minds of those who really should know better.

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Ian Mckenna


Ian McKenna: The changing advice market - and how advisers have to adapt

9 March 2015

Could advisers learn something from Weight Watchers when it comes to engaging clients?

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Rob Reid


Robert Reid: ABI’s commission comments prove it is stuck in the past

20 March 2015

The organisation has lessons to learn - quickly.

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Brian Tora


Brian Tora: The problem with indices

11 March 2015

Indices both at home and overseas can be notoriously misleading.

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Tony Wickenden


Tony Wickenden: Constructing a valid deed of variation

17 March 2015

There are certain requirements for an instrument of variation to be declared valid.

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