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Tracey Evans: Drawdown problems are a ticking time bomb

Over the last few weeks I’ve been reviewing recent reports available to the advisory community. The one which particularly caught my attention was “Drawdown: Is it working for consumers?” which was produced by Zurich. It is based on a YouGov survey of 742 people who have moved into drawdown since pension freedoms began. The main points I pulled from the research […]

How are advisers marketing to clients in 2018?

How is your client communication evolving in 2018? Tell us what works for you and enter our prize draw. Money Marketing‘s sister brand Taxbriefs is undertaking its latest client marketing survey and would love to hear from you to understand more about how marketing and communication has been changing for financial advisers. With the term […]

Seeking value in UK equity markets

UK equity investment specialists Martin Cholwill, Richard Marwood and Henry Lowson focus on value in this short video with Lawrence Gosling, Editor of Investment Week. They share their thoughts on how they seek value for investors within UK equity markets, with particular consideration for the role of mergers and acquisitions. Past performance is not a […]

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