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Billy Burrows: Advice wins every time

Why go to a non-advised broker when you can get expert advice for half the price? It has been 16 months since I started advising clients again after a break of four years. Obviously, much has changed since pension freedoms, not least that annuities are less popular and drawdown has become the new default at […]

Real estate offer. Businessman holds an artificial model of the house
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FCA report eyes mortgage prisoners and broker comparison tool

The FCA has singled out mortgage prisoners, shopping around and a broker comparison service as areas of the market that need change. The FCA made the statements today in its interim report into mortgage market competition, first mooted in 2015. The report says a third of consumers fail to find the cheapest mortgage deal, but the […]

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FOS penalises adviser over not reviewing Ucis investments

An adviser must compensate a client for failing to monitor the performance of Sipp investments in two unregulated collective investment schemes. A Financial Ombudsman Service decision says Welsh advice firm Sebastian & St James International Financial Advisers is responsible for the reduction in the client’s pension. In October 2011 the client, Mr P, met an […]

The Big Interview: Morningstar boss on unleashing tech’s potential

Morningstar chief executive Mark Roomans on bringing algorithmic investing to the mainstream Morningstar UK chief executive Mark Roomans is a senior industry leader whose career has been largely devoted to helping the investment world harness the power of data to create better solutions. Good data has always given fund managers their edge, driving better decision-making […]

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