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Advisers can’t assess means test

A Money Marketing online survey shows that 81 per cent of advisers believe the interaction between means-tested benefits and pension personal accounts make it impossible to offer suitable advice.


My Beautiful Wrap – Beauty and the Beast

When I was asked to write a piece on wrap, I didn’t really know what I could say but quickly realised that the only thing I could talk about that could be even slightly interesting was our experience.Around two and a half years ago, I set up Evolve as a comprehensive fee-based financial planning practice […]

Whittaker’s almanac

One area where New Star has not been firing on all cylinders has been equity income. This must be particularly frustrating for the group, considering how much money the sector has attracted in recent years.Toby Thompson’s higher-income fund has continued to pay higher dividends but performance, although hardly a disaster, has been nothing to write […]

Bird’s-eye review

Don’t be resigned to a future shaped by others – help in the distribution review.


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