Exclusive: Intrinsic investment proposition head poached by Dynamic Planner

Intrinsic investment proposition head Chris Jones has joined risk-profiling firm Dynamic Planner to head up its proposition to advisers and asset managers. Jones had been at the Quilter-owned financial advice network since 2012. A chartered and certified financial planner, Jones was previously an IFA and has held roles at major firms like Bradford & Bingley […]


Claire Trott: Wake-up packs should include advice voucher

Research conducted around wake-up packs show they still miss the mark As part of its Retirement Outcomes Review published earlier this month, the FCA looked into ways it could encourage those approaching retirement to engage with both the free government guidance available and with their pension provider. The regulator’s Occasional Paper 38 reports on the […]

UK coins currency pounds growth 480

Rathbones on track to meet £40bn asset target

Wealth manager Rathbones has fallen just short of its £40bn funds under management target, as it reports a 64 per cent jump in pre-tax profit for the first half of the year. Funds under management rose 2 per cent in the first half of the calendar year to £39.9bn, falling £100m short of its target […]

British Pounds in a Mouse Trap

Network to compensate after Ucis advice

Adviser network Online Partnership Limited has been ordered to compensate a former client who was advised to invest a large portion of his self-invested personal pension into two unregulated collective investments. The Financial Ombudsman Service has upheld a complaint from Mr D that was made in response to unsuitable investment advice that he felt did […]

Investment Clock Strategy Update

In his latest Investment Clock report Trevor Greetham, Head of Multi Asset at Royal London Asset Management, explains why he is ‘ready to buy dips’. Read the report here: The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back […]


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