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D2C platforms attacked over exit fees

Three leading direct-to-consumer platforms that charge exit fees have been accused of making customers pay for their own failure to bring down the costs of transferring assets. Last week, Axa announced customers on its Self Investor platform would be given up to £750 towards the cost of paying exit fees levied by ceding providers. Axa […]

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Bellpenny acquires two more advice firms

Adviser consolidation firm Bellpenny has completed two further IFA acquisitions for an undisclosed sum. The deals, for Caledonia Edinburgh Limited and Midlands-based firm Rawson Steele IFA, add £84m in funds under management to Bellpenny. The business as a whole is now responsible for over £3bn in investor funds. Caledonia Edinburgh adviser Lynn Healy will transfer […]

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Simon Brazier: Cash is king in volatile economic environment

Management teams have a corporate responsibility to act in the long-term interests of their company and its shareholders. However, the current investment climate – increasingly uncertain, with higher market volatility than that seen over the last couple of years – tends to encourage short-termism and a focus on returning cash to shareholders, in many cases […]

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Simon Collins: Is your conduct risk strategy up to scratch?

There is nothing like an election to concentrate the mind on what our esteemed politicians believe we need to be thinking about for the future. Whether it is the economy or the NHS, defence or education, the smart money seems to be on a coalition again, it is just the permutations of who will court […]

Life cover for life

When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that waybecause before the arrival of RDR in 2013, that’s more or less exactly what they were. For advisers thinking […]

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