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 […]
Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]
By the end of this month, either Boris Johnson or Jeremy Hunt will take up residence behind the world’s most famous black door. The race to succeed Theresa May gets more interesting by the day. And if it were supposed to be a virtual coronation for Boris, then someone should have told Jeremy Hunt, who […]
Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?