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Chris Hannant: Pension reforms bring major opportunities for advisers

20 October 2014

Next April will bring significant change to the whole of retirement planning.

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The IFS's deafening silence on Osborne's Budget hole

17 October 2014

The deafening silence from the so-called experts at the Institute for Fiscal Studies on the potential for over-55s to use their pensions to avoid tax raises some big questions about the organisation.

Comments (1)

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Mark Dampier: Asia's dividend culture is growing

17 October 2014

Investors no longer have to choose between dividends from Western companies or exciting growth potential from emerging markets.

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Robert Reid: MAS guidance needs the voice of experience

17 October 2014

Soft skills and scrutiny are key to the delivery of guidance.

Comments (9)

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Neil Liversidge: Apfa attacks are straight from Life of Brian

17 October 2014

Discussions about Apfa have reached boiling point.

Comments (19)

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Why Osborne's Taxation of Pensions Bill is unworkable

16 October 2014 | By Tom Selby

Regulation 14ZB of the Taxation of Pensions Bill could unhinge Chancellor George Osborne’s Budget retirement revolution.

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Richard Verdin: Insurers in the direct and digital age

16 October 2014

Direct, digital and data are the three words at the forefront of chief executives’ minds.

Comments (2)

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MM leader: The sharp practice of 'non-advised' sales

16 October 2014

“If it looks and feels like advice, it probably is advice.” So said FCA technical specialist Rory Percival back in April 2013.

Comments (5)

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Nic Cicutti: Shocking guidance stats show how toxic advice has become

16 October 2014

Advisers need to rebuild trust to counter the “car crash” of low guidance take-up.

Comments (26)

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View from The Platforum: Alliance Trust Savings enters the unknown

15 October 2014

The Platforum runs the rule over the ATS platform.

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George Osborne is losing the plot on pension freedoms

15 October 2014 | By Samuel Dale

George Osborne has made errors on guidance, using pension freedoms and the abolition of the death tax.

Comments (6)

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Tony Wickenden: Objective IHT test requires clarification

14 October 2014

Many who advise on, design or promote schemes aimed at reducing IHT will understandably be concerned about the potential breadth of new Dotas rules.

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Mark Dampier: An alternative to infrastructure investment trusts

14 October 2014

The First State Global Listed Infrastructure Fund can provide insight into what is going on in the world of infrastructure.

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Billy Burrows: Axing 'death tax' a real boon for advisers

13 October 2014

When the Chancellor announced the end of the “death tax”, he probably did not realise what a boost he was giving to advisers.

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Dennis Hall: An alternative take on the MAS adviser 'ethics' fiasco

13 October 2014

Recently I might have said that I thought all financial journalists were unethical charlatans whose opinion could be bought by advertisers.

Comments (15)

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Chris Gilchrist: How pension freedoms hit investment advice

10 October 2014

The 2015 changes in UK pension rules will transform retirement planning.

Comments (3)

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Kim North: Resurrecting the Isa vs pensions debate

10 October 2014

The “last piece of the pension jigsaw” means consumers’ pension choices are more complex than ever.

Comments (1)

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Robert Sinclair: Buy-to-let traps

10 October 2014

The decision by the Treasury to regulate buy-to-let loans where there is an accidental landlord is a clever sleight of hand to capture the smallest niche possible.

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MM leader: Advisers are caught in the political crossfire

9 October 2014

It is tough being an adviser in the current political climate.

Comments (7)

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Nic Cicutti: Anger at Caroline Rookes is misdirected

9 October 2014

If it were not for the Top Gear team’s recent trip to Tierra del Fuego, I might not be writing about the Money Advice Service and adviser “ethics” this week.

Comments (80)

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Mark Barnett: Can the UK sustain its recovery?

9 October 2014

Economic growth has recovered and is now expected to grow by around 3 per cent in the current year. But is this type of economic growth robust?

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'Death tax’ shambles exposes Osborne’s rank hypocrisy

8 October 2014

I see no reason why the Treasury’s botched briefing should not be subject to the same scrutiny as the FCA exit fees debacle.

Comments (19)

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Chris Davies: The sun is setting on trail commission

8 October 2014

Preparing businesses for the inevitable eradication of trail commission is one of the recurring issues that is a cause for concern in our market research.

Comments (4)

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Alistair Cunningham: Working up to a managed exit

7 October 2014

Does the retirement of baby boomers also present a threat as many financial practices risk wind-down rather than a managed exit and succession plan?

Steve Tolley

The risks of David Cameron's tax cuts pledge

6 October 2014

Liberal Democrat leader Nick Clegg has told his troops to “brutalise” the Conservatives for cutting tax for the rich while reducing tax credits for the working poor.

Comments (2)

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Danby Bloch: Reasons to be hopeful about auto-enrol opt-outs

6 October 2014

If you are contemplating getting into the auto-enrolment market, you need to get to grips with how it is changing.

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The truth about MAS, adviser ethics and its non-apology

3 October 2014 | By Samuel Dale

The Money Advice Service is wrong to suggest its comments on adviser ethics were “misrepresented”.

Comments (14)

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Alan Lakey: Setting the record straight on my Apfa tenure

3 October 2014

When I resigned from the council it was not my intention to publicly berate Apfa or pour scorn on their policies or procedures.

Comments (11)

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John Lawson: The dangers of Steve Webb's 'pension passport'

2 October 2014

The problem with circulating lots of pieces of paper with personal financial information on them is that those pieces of paper will find their way into the wrong hands.

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MM leader: Look what happens when politicians are too hasty

2 October 2014

In need of the ultimate political diversion, George Osborne turned to his old faithful plaything – the pensions market.

Comments (2)

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Robert Reid: MAS has been careless in bad-mouthing advisers

2 October 2014

In order for the guidance service to be successful, those involved need collective vision with no division in their midst.

Comments (5)

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Nic Cicutti: Apfa was not behind FCA indy U-turn

2 October 2014

The FCA’s decision to row back on IFA internal referrals corrects a glaring error in its original guidance.

Comments (2)

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Jim Leaviss: Could the ECB move to full-blown QE?

2 October 2014

Central bank watching has always been a very important part of bond fund management.

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Tony Wickenden: Complying with Dotas goes without saying

1 October 2014

HMRC is at pains to state that straightforward abuse of the existing generous IHT reliefs and exemptions would not be disclosable.

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Scott Gallacher: It's not profitable to just serve Joe Public

30 September 2014

For some advisers, auto-enrolment is a double-edged sword.

Comments (9)

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Simon Murphy: The critical issues for UK equities after interest rate rises

29 September 2014

Is it the beginning of the end of what has been good equities rally, or will patience be rewarded?

Comments (1)

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Tim Page: Kafka, MAS and anti-adviser outbursts

29 September 2014

The recent comments made by Sue Lewis and Caroline Rookes of the Money Advice Service will only hurt consumer interests.

Comments (11)

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Holly Mackay: Seven wonders of the fin tech world

29 September 2014

The firms that shone for Holly Mackay at the Finovate technology showcase in New York.

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Roy McLoughlin: Aligning the needs of insurers and advisers

29 September 2014

Joining British Friendly as a non-executive director is an exciting opportunity and I write this as I prepare for my first board meeting.

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Philippa Gee: Why Woodford is wrong to criticise fund managers

26 September 2014 | By Philippa Gee

Neil Woodford is still relatively new to the world of lower charges.

Comments (7)

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