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Mel Kenny

Mel Kenny: Why reading the trade press is not a waste of time

21 April 2015

Those who ignore the trade press miss out on some technical brilliance from the handful of leading journalists and established technicians in the industry.

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Tony Wickenden: A Budget for advisers, platforms and asset managers

21 April 2015

This Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers.

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Tony Mudd: Providers are working to develop LTC products

20 April 2015

Recent stories have played on the fact that despite the Care Act no insurance company is looking to develop care products.

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Stephen Hagues: Finding your USP

20 April 2015

The pension reforms offer a great opportunity for financial advisers to attract new clients and grow their business.

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Martin Tilley: Words of warning on toxic transfers

20 April 2015

Increasingly, we are seeing networks banning their affiliates from transacting such business and compliance specialists referring to the process as potentially just too toxic.

Comments (7)

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John Chatfeild-Roberts: The oil price play has many more acts to run

20 April 2015

The oil price has stabilised - but for how long?

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Brian Tora: Is the market pricing in future risks properly?

17 April 2015

With the general election campaign now in full swing, our domestic market is displaying the sort of nervousness that might be expected when the final outcome is so uncertain.

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Nick Bamford: Time for a systems and processes check up

17 April 2015

Creating and implementing diligent systems and processes now might well save some future embarrassment.

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Neil Liversidge: Do we really know better than our clients?

17 April 2015

Any adviser who thinks they know better than their clients is mistaking a matter of opinion, however well informed, for a matter of fact.

Comments (31)

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Nick Eatock: Looking out for the 'lost' generations

16 April 2015

For UK advisers wanting sustainable, long-term business success, the time is right to review and adapt working models to embrace a mix of automated services alongside the personal approach.

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MM leader: Pension tax relief is boiling over

16 April 2015

Politicians will bang the drum about looking after “hard working families”, but don’t diligent savers also count as hard working?

Comments (5)

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Nic Cicutti: Tory IHT move appeals to voters' naked self-interest

16 April 2015

 IHT is the third component of a financial Holy Trinity considered so crucial to Tory election hopes.

Comments (13)

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Tony Wickenden: Rules of law on deeds of variation

14 April 2015

In the final part of this series looking at deeds of variation, we look at some important legal cases.

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Martin Bamford: A better way of FSCS funding

14 April 2015

Despite a much better regulatory regime than we had before, we are still being stung by foolish advisers recommending inappropriate products.

Comments (27)

Claire Williams

Foot Anstey: How to stay within the FCA's social media rules

14 April 2015

Regulator says it doesn’t want to prevent firms from using social media, but the rules on regulated firms make it more difficult than other sectors.

Comments (1)

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Mark Barnett: The hunt is on for resilient companies

13 April 2015

As profits fall in mining and oil, the dividend payout ratio as a percentage of earnings now stands above previous peak levels.

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Claire Trott: Extra layers of protection

13 April 2015

The reduction in the lifetime allowance to £1m could bring in extra complexity around fixed protection.

Comments (4)

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Kim North: Hunter instincts and the advice process

10 April 2015

The crude approach to advice is akin to hunting and gathering, which men in general have always been good at.

Comments (2)

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Chris Gilchrist: A vision of the future

10 April 2015

My device has learnt my habits, likes and dislikes and, if I stop to think about it, runs a lot of my life.

Comments (1)

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MM leader: Time to sit up and take notice on Mifid II

9 April 2015

The FCA is worried about a “challenging” timescale - advisers should be worried too.

Comments (1)

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Nic Cicutti: Savers won't seek vital advice on cash for annuities

9 April 2015

Expecting annuitants to pay 3 per cent of their pot for advice that they should not sell is a triumph of hope over likely experience.

Comments (15)

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Tony Wickenden: Further homework on deeds of variation

7 April 2015

In the penultimate part of this series, we look at further tax conditions and the power of attorney 

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Neil Woodford: Don't look to Europe to take over from US

7 April 2015

Markets have moved higher without commensurate support from fundamentals.

Comments (1)

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Pete Matthew: For the love of my (not boring) job

7 April 2015

The industry needs to do more to promote the benefits of being part of the advice profession.

Comments (2)

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John Lawson: Budget for savers gave with one hand and took with the other

7 April 2015

For the second year running, the Chancellor targeted savers in his Budget.

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Apfa: Is now the time to get pension transfer qualified?

2 April 2015

Advisers must start to think about preparing for another qualification requirement.

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MM leader: Pension savers are easy prey

2 April 2015

Providers are running scared of guidance and Pension Wise cannot tell people what they want to hear.

Comments (1)

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Paul Lewis: FCA has no appetite for tackling misselling

2 April 2015

The groundwork for the mid-21st century great pension mis-buying scandal is being laid.

Comments (11)

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Robert Reid: FCA could become advisers' best friend

2 April 2015

Frustration remains around the pension transfer qualification rules.

Comments (7)

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Neil Liversidge: Why advisers are right to be scared of pension freedom

2 April 2015

Advisers are feeling uneasy about the FCA’s client’s best interest rule. 

Comments (6)

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The Platforum: Who will be the winners and losers from pension freedom?

2 April 2015

There will be clear winners and losers in the world of retirement income products.

Comments (3)

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Ian McKenna: Why we need a tech solution for insistent clients

2 April 2015

A Government-operated hub for those wishing to act against advice would hugely beneficial for the industry.

Comments (9)

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Tony Wickenden: Deeds of variation – tax planning dos and don’ts

31 March 2015

It is not always be appropriate to elect for both inheritance tax and capital gains tax purposes.

Comments (1)

Phil Young

Phil Young: Time to drop 'insistent client' label

31 March 2015

As pension freedom looms it is worth looking further into clients’ changed objectives.

Comments (16)

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Malcolm McLean: Do we need another pensions commission?

30 March 2015

Some considered analysis on the impact of the changing pensions landscape is well overdue.

Comments (1)

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Ian McKenna: The distributors changing the face of auto-enrolment

30 March 2015

A number of innovators have shown what is possible but they will not be the last to build vertically integrated solutions.

Comments (2)

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Tony Byrne: Beware the lifetime allowance Venus flytrap

30 March 2015

The Government’s stealth pension taxes should be of major concern.

Comments (18)

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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 (6)

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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 (24)

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