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Youngest PFS fellow finds new advice firm

The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]

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ATS executive leaves as service woes continue

Alliance Trust Savings chief operating officer Allison Fower has left the business after just eight months with the firm. ATS confirmed Fower left in August. Prior to joining ATS she spent two years as platform and proposition consultant at Prudential. At ATS Fower was responsible for operations, change, IT and proposition. Candid Financial Advice director […]

Why advisers’ focus is not on providers’ charges

Some people really like Harry Styles. Some prefer death metal. Others are more ensconced in the dancehall influenced, garage-jungle infusion known, since its first beats started booming their way out of east London council estates, as grime. Try as Messrs Cowell, Walsh et al might, any record executive attempting to fashion the next best thing […]

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Morningstar calls for funds to be reviewed twice yearly under Mifid

Asset managers should review their fund ranges semi-annually under the new Mifid rules and weed out the products that are no longer relevant, Morningstar’s director of manager research services says. Currently many asset managers are complacent in monitoring whether their funds are up to scratch, Jackie Beard says, but under the revised directive investment firms […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]

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