Chase de Vere launches advice hub for doctors

National IFA Chase de Vere has launched an online advice service for medical professionals. The new service will be called Chase de Vere Medical. The national advice firm already has around 75 advisers who specialise in the medical field. It has partnered with the British Medical Association since 2005. Chase de Vere Medical head Andrea […]

Ros Altmann

Ros Altmann: Brexit uncertainty not over yet for advisers

Given all the turmoil in politics, I want to look at Brexit this week. Parliament is so engrossed in this ongoing drama that other policy issues are being pushed aside. The prime minister’s Chequers cabinet awayday produced a framework on which negotiations with the EU might be based, with proposals that would acknowledge the needs […]


Sanlam adds first advice firm to partner programme

Sanlam has announced that advice firm Ergowealth has become the first to join a new partnership programme it launched in 2017.   Marlow-based Ergowealth, founded in 2013, will bring £165 million in assets under advice from 290 private clients to the partnership programme.   Providing investment and lifestyle financial planning services to private clients, businesses, charities, and […]

EU rejects govt’s Brexit financial services plan

Europe will lose decision-making autonomy and be worse off under the terms outlined in last week’s Brexit whitepaper from Theresa May’s government, says the EU’s chief negotiator. The UK government scrapped its plans for mutual recognition of regulation in the whitepaper. The whitepaper instead proposes an equivalence model, similar to that used by Singapore and the […]


Pressure on govt to save pension dashboard gains momentum

A public petition against plans to shelve the pensions dashboard has climbed from 17,000 to more than 82,000 signatures since Thursday. The petition, hosted by 38degrees, was launched six days ago. Backlash against the government has emerged over the past week as rumours swirl that ministers are considering abandoning the planned 2019 introduction of the dashboard. […]

Is a fund better off with a sole manager or a team?

The year so far has been full of manager and senior staff moves. Earlier this month, eight senior staff at Standard Life Aberdeen left to go to Aviva Investors, to join former Standard Life Investments equities head David Cumming. With moves like this in mind, is a management team or sole manager the better choice? […]


Second cold-call ban consultation released

The Treasury has today published a “technical consultation” relating to the ban on pensions cold-calling, following criticism for missing its June deadline. The Treasury confirmed last month the implementation of the ban would be delayed due to “technicalities”. At that time, a Treasury spokesman said: “Following debates in parliament, and having considered evidence from the industry, […]