Recommended

Gary-Potter-FC-MM-Peach-700.jpg
1

Asset Allocation: F&C’s Potter puts focus on talented managers

For F&C Investments’ multi-manager Gary Potter betting on talented fund managers rather than focusing on pure asset allocation is how he tries to differentiate his strategy. The £1.1bn F&C MM Navigator Distribution fund, which he manages with Robert Burdett, is “heavily influenced” by the diversification between the various underlying funds that he allocates to, as […]

FCA logo new 3 620x430
7

FCA orders skilled persons reports for eight advice firms over insistent clients

The FCA has ordered eight advice firms to carry out skilled persons reports in relation to insistent clients following a thematic review on pension transfers, Money Marketing understands. A skilled persons report, also known as a Section 166 report, checks for weaknesses or failings in a firm’s practices. The review can result in enforcement action […]

Richard_Freeman_Intrinsic
4

Richard Freeman: Networks will survive and thrive

The news Sesame Bankhall is to close its investment adviser network has led some to call into question the network model and imply the directly authorised route is the only option for advisers. I allow myself a wry smile when I read these comments, which are often made by individuals who have enjoyed long careers […]

Hall-Dennis-Yellowtail-2013 700 x 450.jpg
1

Dennis Hall: Finding a middle ground with clients

I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]

1

School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment