Susan Hill

Money Marketing Interactive: Susan Hill on percentage charging and DIY investors who think they know better

Ahead of her appearance at Money Marketing Interactive on 3 May, Susan Hill Financial Planning IFA Susan Hill looks to the future of ad valorem and self-investment Book your free place at On a scale of 1 to 10, how optimistic are you about the advice market for 2018? 10 What is the best innovation you’ve seen […]


Govt sticks with advice requirement on overseas pensions transfers

The Government says it will not weaken the current advice requirement on overseas pension transfers in a response to a consultation published today. In September 2016, the Government asked if the requirement that members with benefits over £30,000 must receive final advice works for non-UK residents. The consultation called for evidence on whether the requirement […]

Kim North grey

Kim North: Why is advice still such a no woman’s land?

I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]


Will AI change the face of financial advice?

As debates around the relative merits of automated and face-to-face advice continue to rage, onlookers are assessing whether more advanced artificial intelligence systems that learn and adapt by themselves could radically shake up the planning profession. In October 2017, the government released an independent review on the increasing benefits AI could have for the UK economy. […]

Large-cap growth alpha thesis: seeking risk-adjusted excess returns

Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]


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