Read our report on work family balance to explore the challenges and pressures faced by working families today.
Last week, while millions of UK citizens decided whether they wish to remain in or leave the EU, I was taking part in one of the most important pilgrimages in the scootering calendar: the Euro Lambretta rally in Germany. More than 1000 Lambrettas and their owners met in Geiselwind, Bavaria, to talk about their scooters and […]
Trust in a diversified portfolio. That is the key message advisers are giving clients in the aftermath of last week’s Brexit vote as firms focus on reassuring customers in the wake of market shocks and volatility. The 24 June referendum decision that will see the UK leave the European Union has resulted in stockmarket and […]
The FTSE 100 rallied yesterday following Bank of England governor Mark Carney’s speech pledging more monetary stimulus to the economy. The blue-chip index rose to end the day at 6524.30, a 144 point rise. The level marks the highest since August last year. In the speech yesterday, his second since the UK’s vote to Brexit, Carney signalled that […]
An advice firm must pay redress to a client it advised to give up a guaranteed cash sum and annuity rate, transfer into Sipp and invest in illiquid storage units. The client, Mr F, had a pension worth just over £50,000 and told the advice firm – Anthony William Morrin – that he wanted to […]
Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]
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Rathbones could merge with investment company Smith & Williamson as the pair confirms it is in talks over a potential £2bn deal. Exclusive discussions are taking place with a view to an all-share merger, the Times reports. Rathbones told the paper: “Whilst these discussions have been underway for some time and the boards of both […]
The Government says almost £5m was obtained by pension scammers in the first five months of 2017
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.