The FAMR scorecard: Has flagship reform closed the advice gap?

Two years on, has the FCA’s flagship reform to improve access to advice been a success or just a damp squib? Advisers are concerned that while reforms outlined in the Financial Advice Market Review will eventually have a positive impact, progress so far has been disappointing on improving access to advice. Critics point to a […]

How UK is your UK equity fund?

Chris Skinner, portfolio specialist, takes a closer look at UK equity portfolios and finds that many funds have less exposure to UK companies than you may think.

Sanlam looks to hit 1,000 advisers by 2020

Sanlam UK has revealed ambitious plans to grow to 1,000 advisers over the next two years. Speaking at the Money Marketing Interactive conference yeasterday, Sanlam UK group chief executive Jonathan Polin said the wealth manager is also planning to invest directly into stocks and bonds in an attempt to cut costs. The vertically integrated firm currently […]


PFS to launch free financial education programme for schools

The Personal Finance Society is set to launch a free nationwide financial education programme for schools this September. The initiative, called Education Champions, aims to help the PFS establish a link with every secondary school and college of further education in the country. It will build on the society’s existing discover fortunes programme, which uses […]


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