Jacob de Tusch-Lec explains why he favours bond proxies in Europe (and China).
Cooper Parry Wealth has scooped the award for accredited financial planning firm of the year at the Institute of Financial Planning’s gala dinner last night. The awards are held at Celtic Manor in Wales as part of the IFP’s annual conference. The certified financial planner professional of the year award was won by Paradigm North […]
The Investment Association is launching a consultation on how it engages with its members after several groups suggested they will not be renewing their membership with the trade body. Earlier this week M&G, Schroders, Fidelity Investments, Aberdeen and Invesco Perpetual said they will consider quitting the association, prompting chief executive Daniel Godfrey to leave the […]
Pension Wise guidance staff who do not have appointments booked are being redeployed, Money Marketing can reveal. The Treasury has given The Pensions Advisory Service clearance to use Pension Wise staff on its existing helpline. Likewise, Citizens Advice says Pension Wise staff, who are funded by a levy on financial services firms, can also work […]
The Building Societies Association has rejected proposals to include it in a trade body ‘mega-merger’. An independent review was published in July after a consortium of 10 lenders pushed for a consultation to address concerns about lobbying costs and to reduce the amount of work duplicated. Former Ofcom boss Ed Richards, who led the review, […]
Dividends are under pressure in some areas: but reliable yields can still be found. So says Adrian Frost, manager of the Artemis Income Fund, in conversation with Lawrence Gosling.
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The Financial Ombudsman Service will be reviewed by an independent person following claims of poor staff training and alleged biases in its decisions that were exposed in a recent Channel 4 investigation. Treasury Committee chair Nicky Morgan wrote to FOS chief executive Caroline Wayman on 13 March asking for more information about the findings of […]
There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]