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.
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 […]
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 […]
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]