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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)

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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? 

Comments (1)

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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.

Comments (4)

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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.

Comments (9)

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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.

Comments (1)

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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.

Comments (1)

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Carl Lamb: Why advisers should say 'no' to insistent pension transfers

24 March 2015

Pension flexibility is almost upon us and many IFAs are rubbing their hands with glee about the opportunities for the advice sector.

Comments (20)

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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?

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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.

Comments (10)

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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.

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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.

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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)

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Lee Robertson: How have we become so remote from the public?

20 March 2015

Despite a drive for higher qualifications and more transparent charging structures the public appears to be trusting advisers less and less.

Comments (2)

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

20 March 2015

The organisation has lessons to learn - quickly.

Comments (8)

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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)

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MM leader: Another Budget day, another political ploy

19 March 2015

Another Budget day, another shake-up to the annuities market, although this was one was minus the shock factor of last year.

Comments (1)

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Nic Cicutti: Seven Families is a comatose campaign

19 March 2015

I am about to have a second go at the Second Families initiative, which I may come to regret.

Comments (12)

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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.

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Alistair Cunningham: Pensions should not be a Govt cash cow

17 March 2015

I recommend a change to pensions’ legislation: fiddling should be banned.

Comments (5)

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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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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.

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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)

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Chris Gilchrist: 'Zero cost' advice fast approaches

13 March 2015

Few are in a position to compete with online offerings testing the boundaries of regulated advice.

Comments (21)

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Harry Katz: Is our job a science or an art?

13 March 2015

We should never lose sight of the fact we all run a business, not a public service. 

Comments (3)

Pension wise

MM leader: Guidance take-up remains a mystery

12 March 2015

It is worrying that we are not being allowed to judge the capacity of Pension Wise for ourselves.

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Nic Cicutti: Hargreaves doth protest too much on drawdown cap

12 March 2015

The company’s response to Which?’s call for a drawdown charge cap was immediate, and overly harsh.

Comments (13)

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Brian Tora: The problem with indices

11 March 2015

Indices both at home and overseas can be notoriously misleading.

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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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Mark Dampier: Spotlight on Ecclesiastical's unsung hero Robin Hepworth

11 March 2015

Ecclesiastical Higher Income fund manager Robin Hepworth could teach some of his peers a thing or two.

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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)

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Scott Gallacher: Standard Life advice deal poses no threat

10 March 2015

When it comes to competing directly with restricted firms I expect many IFAs could quite happily in terms of advice or service proposition. 

Comments (2)

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Tony Wickenden: Don’t blame Ed Miliband on tax avoidance

10 March 2015

Headlines that mislead over tax avoidance can discourage people from prudent planning.

Comments (2)

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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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Mike Morrison: Get your nominations in ahead of death benefits overhaul

9 March 2015

Advisers must review the circumstances of clients wishing to make the most of the new death benefits rules.

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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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John Chatfeild-Roberts: ECB may have to keep QE going for longer

9 March 2015

Ongoing quantitative easing in a number of regions will likely depreciate their currencies.

Paul Resnick

Paul Resnik: Preparing clients for market swings

9 March 2015

Reacting to market movements is a major destroyer of personal wealth.

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Richard Leeson: Time to tackle the charges issue

9 March 2015

Solutions must be found to the piling up of costs if clients are to be retained in a world of uncertain returns.

Comments (3)

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Alan Higham: Clear up tax rules on ad hoc pension withdrawals

6 March 2015

Rules on taxing ad hoc pension withdrawals from April could certainly be clearer.

Comments (4)

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