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Adviser views: Peter Chadborn

Peter Chadborn, director at Plan Money


We were first attracted to Alliance Trust Savings because of the cost savings available for some clients through its fixed cost model. When carrying out our due diligence, we liked that it had a history as a trading platform, it was not just borne out of a life company that had got into the market in the past few years. There are some problems with ease of use.  


Keith Richards

Keith Richards: The sea change in the value of advice

Increasing reference to the importance and value of professional advice is catalysing the sea change the profession deserves. While the public does not generally understand, or is even aware of the changes introduced under the RDR, at least the Government and consumer bodies are starting to recognise the significance of the change for consumer outcomes. […]


Wells Street Journal: Where’ve they Aegon?

A thought experiment: You are in charge of pensions and communications at an insurer. Plans are afoot for a big reveal. If it goes well, it could bring in thousands of new customers. Would you a) want technical experts on hand to explain/spin it to journalists or b) send all your boffins on an office […]


Burrows: Annuity update

There has been very little movement in annuity rates over the last month as bond yields remain steady. There is still an expectation that yields will rise in the future but, as I have reported in previous updates, it seems unlikely that the full benefit of any rise in yields will be passed on to […]

DB transfers – one more factor to consider

Jim Grant – Senior Product Insight & Technical Support Analyst We look at how higher DB transfer values could cause a lifetime allowance issue and how that affects the advice process. Advisers are receiving an increasing number of requests from clients looking to transfer their pension from final salary schemes to personal pensions. This is a […]


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