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Billy Burrows: Annuity update

There has been little change to annuity rates since the last update and this reflects the flat line trend for gilt yields at the moment. The benchmark 15-year gilt yield has remained just under 2 per cent so far in April. Unless yields increase, annuity rates will remain at present levels. In my recent paper […]

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Nick Bamford: Time for a systems and processes check up

Good advisory businesses typically operate with consistent systems and processes that enable them to produce bespoke outcomes for clients. Starting from scratch each time to deliver advice and allowing individuals in the firm to be left to their own devices to determine how to deliver such advice seems like a recipe for disaster. In light […]

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FOS upholds four Harlequin complaints against advice firms

The Financial Ombudsman Service has upheld four complaints regarding Harlequin investments against advice firms since the beginning of the year. The Harlequin group of companies marketed and built overseas luxury property developments, and is under investigation by the Serious Fraud Office. In a decision against West Sussed-based IFA Regency Financial Resources, the FOS ruled the […]

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Conservatives to appoint Ros Altmann consumer protection minister

Ros Altmann is to be made a peer and appointed as a minister responsible for financial consumer protection and education, if the Conservatives are in government after the election. Altmann’s first task will be to lead a review of the pension reforms, including the future of the Money Advice Service and whether a charge cap […]

European Opportunities: 'It’s nice when stock selection results in a macro tailwind'

Amid significant macro headwinds in August, Mark Page explains why his fund’s focus on stock selection has helped it outperform a falling market in August. BESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswy

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