View more on these topics

Comment of the week: Don’t be misled on fund research risks

Online comment related to article: FCA: Advisers have gold plated independence rules

I do believe we have been misled into endless hours of wasted time researching Fund A over Fund B. But no FOS ruling has ever upheld a complaint for those reasons. 

Complaints are about risk, communication and the use of inappropriate products.

So have an investment process, a clear philosophy, good filters, and robust ways of communicating risk. This will free up time and be more efficient, safer, cheaper and better for clients.

Phil Billingham 



Sally Laker: The housing market is still a long way from overheating

Why is it that now the market is seeing strong signs of recovery, we are constantly reminded of how the bubble burst and led to one of the deepest recessions in living memory? No sooner have we seen first time buyer activity increase and higher loan to value mortgage products return, than the doom-mongers are […]


The stamp duty reform that got away

Ahead of the Budget last week, the Financial Times reported George Osborne was considering a new stamp duty band of 2 per cent on homes worth between £250,000 and £300,000 due to concerns about the sharp jump from 1 per cent to 3 per cent at £250,000 leading to many homes being under-priced. Many in the […]


Ian McKenna: Zurich’s app is a great leap in case tracking

We are all human so even the best-run businesses make mistakes. The important thing is to fix them as quickly as possible. Therefore, any service that helps advisers to act quickly to remedy oversights has to be valuable. Who has never left the office only to remember while travelling home that they did not provide […]


VWM Wealth buys backs into property

VWM Wealth has bought back into property for the first time since the credit crunch. The Glasgow-based wealth manager has allocated capital to the £588m Standard Life Investments UK Property fund, managed by Nigel Chapman, in two of its portfolios and has included it on its buy list. VWM Wealth chief investment officer David Thomson has decided […]

Greg Broomer 2

Survey looks at the challenges facing businesses post auto-enrolment

A survey conducted by Johnson Fleming at the Pension & Benefits Show 2014 highlighted the key challenges faced within organisations post auto-enrolment. The results showed that communicating the changes and the value of them to staff, and receiving timely data from the payroll provider proved to still be the most challenging aspects of managing an auto-enrolment scheme.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm