The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.
Lloyds Banking Group is to expand its range of pensions and investments and plans to roll them out to more customers as part of the bank’s three-year growth plan. The Financial Times reports Lloyds wants to push into the wealth management sector as part of a strategic plan to be set out by chief executive […]
Nottingham Building Society is offering a free financial advice session to members through national firm Wren Sterling as part of an extension of its reward scheme. The building society is promoting the face-to-face financial planning service as part of a member reward scheme that will also to deliver cash back payments to select members and […]
Financial planner and life coach roles require very different skill sets and trying to master both can draw advisers into conflicts of interest
A former IFA who pocketed clients’ Sipp money has been given a six-year jail sentence. Darren Say, who ran advice firm Wealth Connection, was found guilty of fraud by abuse of position and of fraudulent trading after creating a pension scheme that loaned money to clients’ Sipps before investing funds in a property company where […]
Royal London Asset Management’s recently appointed Head of Global Equities, Peter Rutter, explains how asking the right questions at the right time provides insight for global equity investing. He offers an overview of his Life Cycle approach. Read the full article here The value of investments and the income from them is not guaranteed and […]
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Workplace savings and pensions business Punter Southall Aspire is to acquire Oxford-based IFA Focus Oxford as it outlines its ambition to set up a national advice service. The acquisition is part of the firm’s plan to integrate its retail advisory arm and corporate business. Focus Oxford has £200m of assets under management and the deal […]
Several independent boards of Baillie Gifford’s investment trust clients have written to the FCA about concerns with new Priips key information document rules. Baillie Gifford’s concerns relate to disclosure rules for the documents. It says these are based on past performance and could lead to investors being misled. Baillie Gifford compliance and legal partner Graham Laybourn […]
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