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MM leader: Aviva/Friends merger would be no mean feat

27 November 2014

The joint corporate statements shone a light on just how advanced the deal was.

Comments (1)

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Nic Cicutti: Industry has failed on charges transparency

27 November 2014

For product simplification to be truly effective we need equivalent of an ultra-simple two stroke engine instead of a computer controlled Formula One version.

Comments (4)

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Old Mutual: Savers must beware pensions 'death tax' risks

26 November 2014

Recent reforms have thrust pensions into the spotlight like never before.

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Holly Mackay: Lazy thinking on the D2C market

26 November 2014

The growing self-directed customer channel is as much threat to good financial planners as I am to Angelina Jolie.

Comments (8)

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Tom Kean: 'Secure' emails are anything but secure

25 November 2014

Just for once, it would be nice to see an initiative that saves people time, money and blood pressure.

Comments (5)

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Chris Hannant: What does 'good' look like for the FCA?

24 November 2014

The FCA needs to define its vision for success.

Comments (5)

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Dennis Hall: Attack of the clones

24 November 2014

Stop following everyone else’s agendas and take a good look at what it is you want to achieve.

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TPR: Scheme choice key to cutting auto-enrol compliance risk

21 November 2014

A significant proportion of small and micro employers preparing for automatic enrolment will choose their own pension scheme without the assistance of advisers.

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Tom Baigrie: Could this be Hector Sants’ redemption?

21 November 2014

The ex-FSA chief is poised to lead the Church of England’s proposed financial education initiative.

Comments (9)

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Chris Gilchrist: Act two of the life office tragedy

21 November 2014

Can life companies survive the next existential threat?

Comments (5)

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MM leader: Chasing the holy grail on fund fees

20 November 2014

How “unbundled” should the investment industry go?

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Nic Cicutti: Advisers don't always earn client trust

20 November 2014

One thing I have learned since I started writing about financial services is one should never question the bond of trust between adviser and client.

Comments (12)

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Chris Sier: UK can learn from Netherlands on cost disclosure

20 November 2014

Dutch regulator has forced industry to disclose an ‘unprecedented’ level of costs data. 

Comments (2)

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Mark Barnett: Trouble ahead for UK equity investors

20 November 2014

The central bank’s influence is becoming weaker and weaker

Comments (1)

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Chris Davies: Showcasing the value of relationships

19 November 2014

Firms that have good relationships with both staff and clients have the most attractive business models.

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Spin, half-truths and omissions: David Cameron talks pensions

19 November 2014 | By Samuel Dale

The Prime Minister has written for MoneySavingExpert.com on pensions today.

Comments (6)

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Mark Dampier: SLI's Legget offers a port in the storm

19 November 2014

It takes a courageous fund manager to steer their way around the chaotic environment investors have had to contend with of late.

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John Lawson: The feast and famine of retirement income

18 November 2014

It is time to move on from the argument one is better than the other when it comes to drawdown and annuities.

Comments (3)

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Stephen Womack: Life offices are clinging to the past

18 November 2014

Old-style language can encourage old-style thinking, which can hamper the way our profession develops.

Comments (3)

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Alan Higham: The dishonest pension tax relief debate

17 November 2014

Pension tax relief is an unfair stealth tax and those advocating cuts are being dishonest.

Comments (9)

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Ian McKenna: Auto-enrolment and financial fitness

17 November 2014

Combining auto-enrolment services with financial wellbeing strategies is an untapped opportunity for advisers.

Comments (1)

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Neil Liversidge: A happy medium on non-dealing clauses

14 November 2014

Finding the compromise in non-dealing clauses.

Comments (3)

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Robert Reid: Small numbers, big problem

14 November 2014

The loss of renewal will be disastrous for firms young and old.

Comments (5)

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MM leader: Clouds and silver linings of low-cost advice

13 November 2014

As providers look to refer non-advised clients to advisers, would this count as an inducement?

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Nic Cicutti: There's more to adviser charging than PFS thinks

13 November 2014

It is fiendishly difficult for advisers to be totally clear at the outset about the full cost of advice.

Comments (16)

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Tony Wickenden: More firepower from the taxman

13 November 2014

HMRC has stepped up its campaign against tax avoidance schemes with the promise of more accelerated payment notices

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Stuart Gregory: Solicitors need to up their game

11 November 2014

Too many delays lay solely at the feet of this one element of the home-buying process.

Comments (2)

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Martin Bamford: Simplicity key to restoring trust

11 November 2014

The profession thrives on complexity when it should thrive on making complex things simple.

Comments (9)

Martin Tilley Cut Out Medium

Martin Tilley: Advisers should seize pensions 'death tax' opportunities

10 November 2014

Don’t leave nominations in the hands of administrators.

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Mike Gould: FCA must clarify what constitutes a personal recommendation

10 November 2014

Lack of clarity comes at a bad time, impeding business development that could help address the advice gap.

Comments (1)

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Chris Gilchrist: Act one of the life office tragedy

7 November 2014

Can life companies survive the next existential threat?

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Kim North: MAS no friend to pre-retirees

7 November 2014

The Money Advice Service fails to adequately address a number of complex areas surrounding the upcoming pension freedoms.

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Martin Werth: The true cost of customer procrastination

7 November 2014

There is a quantifiable financial cost to delaying a protection purchase.

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The Platforum: AJ Bell Youinvest perfectly pitched to score on two fronts

6 November 2014

AJ Bell is in a good position to retain clients’ assets on platform into retirement.

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MM leader: Is independent advice returning to favour?

6 November 2014

Appointed representatives are becoming disillusioned with their network’s constraints on advice.

Comments (1)

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Nic Cicutti: Cowan’s getting nowhere with his smoke and mirror tactics

6 November 2014

The Sesame executive chairman needs to stop playing games and face up to his failings.

Comments (3)

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Brian Tora: What to expect from post-QE markets

4 November 2014

Federal Reserve appears dismissive of certain fears that have plagued investors lately.

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How the Treasury is hiding its true public spending on pensioners

4 November 2014 | By Samuel Dale

The Institute of Fiscal Studies says Osborne’s breakdown of tax transparency statements is not helpful.

Comments (4)

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Simon Collins: High quality advice vital in the new pension era

4 November 2014

There are some basic constants to keep front of mind in a changing world.

Comments (3)

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Mark Dampier: Where Woodford is looking for value

4 November 2014

Neil Woodford remains cautious in his global outlook and, if anything, he is more cautious.

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