As Europe’s QE goes further than expected, the manager of the Artemis Strategic Bond Fund has upgraded his outlook from “quite” to “very” positive.
Baigrie Davies co-founder Tom Baigrie says “the world has moved on” from the independent versus restricted advice debate after completing a deal that sees it become the London office of Standard Life-owned 1825. Baigrie will leave the business following the expected completion of the deal in Q3 and says he has no concerns about the […]
What is the difference between advice and guidance? I have been pondering the subject over the past few days in the wake of a thoughtful article in Money Marketing by my fellow columnist Paul Lewis. Paul writes about the impending demise of the Money Advice Service, for which he made a number of videos about annuities. […]
Miton fund managers George Godber and Georgina Hamilton are to exit the asset manager. The duo, who manage the £869m Miton UK Value Opportunity fund, have handed their notice, the firm said in a statement issued last night. Godber and Hamilton, who started at the firm three years ago when the fund was launched, have […]
Countrywide has bought residential development specialist broker Mortgage Bureau. The firm, which has 50 consultants, works alongside national house builders and estate agents and offers advice on mortgages and insurance, primarily in the land and new homes sector. The company is an appointed representative of Mortgage Advice Bureau and generated £900m of mortgage lending in […]
Since last year’s reforms to pension legislation, a significant number of retirees have chosen income drawdown over purchasing an annuity. Income drawdown is more flexible than an annuity. However, it also increases the likelihood that individuals won’t be able to maintain their income throughout their lifetime. In this short video, we explain the risks that […]
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The Government says almost £5m was obtained by pension scammers in the first five months of 2017
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.