How advisers invest: ‘It’s best to leave investment and stock picking to the experts’

Beaufort Financial’s Nottingham director Gurmit Nahal on why she outsources investment management and how it enables her to focus on holistic financial planning and strategic oversight of portfolios Do you take care of your investment management in-house, outsource it to a third party or combine both approaches? Why do you do it that way?We outsource […]

Five minutes with…Balance Wealth’s Rebecca Aldridge

Ahead of her appearance at Money Marketing’s flagship conference, Money Marketing Interactive this April, CISI award winner Rebecca Aldridge looks at making numbers more exciting and getting advisers and fund managers on the same page What one word or phrase do you think sums up the state of the financial planning profession today? Over-doing disclosure. Well-intentioned […]


Chris Curry: New evidence boosts auto-enrolment success story

DWP report backs up the theory that inertia is strong enough to overcome the impact on pay of increasing contributions Last year was full of developments in the pensions world. Defined benefit consolidation, collective defined contribution schemes and the pension dashboards were all the subject of government consultation and policy development. But perhaps the most […]


DB transfers review criticises FCA register and Unbiased

The FCA’s website and Unbiased have been criticised as unhelpful in a major review of the communications received by members of British Steel Pension Scheme The review, commissioned by the Pensions Regulator and led by former Money Advice Service boss chief executive Caroline Rookes has been published today. It looks into communications and support provided […]

Unlocking income protection for clients with pre-existing conditions

Obtaining cover for people with medical issues can be difficult, so is it best left to the specialists? Protecting a client’s income is viewed by many advisers as the foundation upon which other aspects of financial planning are built. However, for clients with pre-existing health conditions, obtaining cover may not be that easy. Depending on […]