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Stephen Hagues: Finding your USP

The pension reforms offer a great opportunity for financial advisers to attract new clients and grow their business. As product providers look to sell new propositions and unscrupulous firms solicit consumers to put their money in esoteric investments, the general opinion is that the new rules have brought to the forefront the need for advice. […]

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Tales from the frontline on pension freedoms

It has been noticeably quiet for us on the pension front since the reforms were introduced. It appears consumers have heeded the various warnings to avoid rushing to make decisions. We expect to advise a large number of clients on pension freedoms over the next three to five years but hopefully these will be on a […]

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Axa platform to pay exit fees for transferring customers

Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]

Finding security in bond markets

Martin Foden, head of credit research at Royal London Asset Management, explores the role of secured bonds, considering the impact of default and the characteristics of secured bonds versus supranationals and highlighting some examples. He also examines the evolution of the credit market and rating agency inefficiencies. Read the article in full: The value of […]

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