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Rachael Griffin, Old Mutual Wealth

Where are we on multiple trusts?

19 December 2014

Advisers will be forgiven for being rather confused by the latest to-ing and fro-ing from the Government over multiple trusts.

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Tom Baigrie: Protection giants face big competition

19 December 2014

More good news is due next year than the industry has seen in the last 10 put together.

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Chris Gilchrist: How not to approach client attitude to risk

19 December 2014

It is hard to take some of the life planning initiatives out there seriously.

Comments (6)

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Alan Higham: Why I was relieved at Caroline Rookes' adviser ethics comments

18 December 2014

The adviser community needs to prove it can be trusted to play a key role in helping retirees.

Comments (6)

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Nic Cicutti: Quit long-stop moaning and take up OMO fight

18 December 2014

After the FCA’s report into annuities last week, most independent observers believe the regulator has bottled the issue.

Comments (26)

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MM leader: Has the RDR been worth £2.6bn?

18 December 2014

Total cost of RDR to financial services firms is estimated at up to £2.6bn by 2017.

Comments (13)

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Scott Gallacher: Why robo-advisers do not compute

16 December 2014

A computer programme is unable to explain and reassure during times of markets stress.

Comments (6)

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Richard Buxton: There will be pain in this oil price war

16 December 2014

The price of oil could fall much further, and stay low for much longer, than current consensus believes.

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Mark Dampier: Have faith in M&G's Dobell making a recovery

15 December 2014

Manager Tom Dobell is doing everything in his power to get through this rough patch for investors.

Comments (2)

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Stephanie Flanders: Lessons in a ‘lowflation’ world

15 December 2014

If the world cannot generate inflation, can it still generate decent returns?

Comments (1)

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Robert Reid: Fall guys in Budget guidance tug of war

12 December 2014

As the Treasury makes matters more complex, guidance becomes more difficult to deliver.

Comments (3)

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Neil Liversidge: Nanny-state regulator to blame for mortgage woes

12 December 2014

The toxic claims culture is preventing consumers from finding the best mortgage deals.

Comments (4)

Havard Hughes Peach

Havard Hughes: FCA statutory bodies must come in from the cold

11 December 2014

When the dust has settled on the Davis review’s extraordinary critique of the FCA there will be two clear winners.

Comments (2)

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Nic Cicutti: Osborne shows grasp of personal finance

11 December 2014

Like Gordon Brown, George Osborne is a highly political Chancellor but one who understands how personal finance resonates with the public.

Comments (20)

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MM leader: Osborne has not addressed the real problem

11 December 2014

There is more to stamp duty move than simple electioneering.

Comments (2)

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Ian McKenna: It's not so hard to deal with small savers

10 December 2014

The challenge faced by advisers is increasingly a matter of who will actually take a scheme for any given employer.

Comments (5)

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Danby Bloch: Honest answers to silly questions

9 December 2014

Asking how much clients can afford to lose has no part in a risk-profiling questionnaire  

Comments (2)

Mel Kenny

Mel Kenny: Ignore the noise on pension freedoms

9 December 2014

The strength of the advice sector is riding high, much to the dismay of some personal finance commentators.

Comments (2)

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Ian McKenna: Is this the advice business of the future?

8 December 2014

Adviser firm Alexander House is taking cloud computing to another level, with impressive results.

Comments (4)

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Holly Mackay: Why I'm sick of lectures on 'value not price'

8 December 2014

Fund managers make it impossible to understand what ‘value’ might be.

Comments (5)

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FCA's Rory Percival: Where we are on professionalism

8 December 2014

It is too early in the RDR’s life to measure better quality advice.

Comments (14)

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Alan Higham: FCA must tackle annuity commission disclosure

5 December 2014

Few people know that commission is still paid even if you buy direct from your own pension company.

Comments (2)

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Outflanked: Osborne has stolen the election...and Ed Balls just stood and watched

5 December 2014

The Chancellor’s decision to axe the hated “slab” stamp duty system could seal the 2015 election for the Conservatives.

Comments (15)

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Chris Gilchrist: Tragedy of the Life Office - the final act

5 December 2014

That’s a wrap…or is it?

Comments (9)

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Kim North: The moral case for auto-enrolment

5 December 2014

Pension providers must commit to providing auto-enrolment to small businesses

Comments (4)

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MM leader: Savers should be nudged to full advice

4 December 2014

Nudge theory and behavioural economics are increasingly shaping the future of financial services.

Comments (1)

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Nic Cicutti: RDR can't solve distribution confusion

4 December 2014

FCA must answer questions about its own key initiatives and those of its predecessor, the FSA.

Comments (14)

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Brian Tora: ‘Tis the season to be cautious

3 December 2014

Markets tend to drift upwards towards the end of the year.

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John Chatfeild-Roberts: Will Bank of Japan's experiment pay off?

3 December 2014

A typically troubling October may have passed but investors must still tread carefully

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Dennis Hall: Attack of the clones

2 December 2014

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

Comments (8)

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Should publishers launch their own investment propositions?

1 December 2014 | By Sam Macdonald

Conflicts of interest are a constant in the world of financial services, it’s something that everyone is aware of.

Comments (6)

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Steve Gazzard: A question of ethics

1 December 2014

Ultimately, ethics and declaring interests is all about building trust with consumers.

Comments (1)

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Brett Williams: RBS tech fine is a wake-up call for advice firms

28 November 2014

The cost of doing nothing with IT is now more than the cost of doing something.

Comments (1)

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Robert Reid: Get your teeth into adding value

28 November 2014

A single investment charge will make it even more challenging for advisers to justify their value.

Comments (4)

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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.

Comments (17)

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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 (8)

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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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