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Paul Mumford

Paul Mumford: Why stepping back from equities would be a mistake

The case for equities is still strong, argues Cavendish Asset Management’s Paul Mumford. So far this year, a first-time investor could understandably be worried about their exposure to equities. First came US market volatility, sending prices tumbling only to recover and more in a matter of hours. Now, the Bank of England has warned that […]

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Providers to pay a quarter of advisers’ FSCS bills

Providers will have to contribute 25 per cent of advisers’ Financial Services Compensation Scheme bills, the FCA has ruled today. Despite fierce opposition from some providers, and some advisers arguing that providers should pay up to 50 or 75 per cent in response to the FCA’s consultation, the regulator has decided to go ahead with […]

Profile: Smart Financial boss on his lifestyle planning lightbulb moment

Smart Financial chief executive on his lifestyle planning epiphany and how it led to his training academy  Before becoming a certified financial planner in 2005, Smart Financial chief executive Steve Martin admits to not having the skills and tools to join the dots between what people had and what they wanted. With the certificate, everything changed. […]

Senior man is standing in the kitchen of his home with bills in one hand and a cup of tea in the other. He has a worried expression on his face.

Official figures show shocking disparity in pensioner incomes

Our recent analysis of HMRC figures has highlighted shocking disparities in pension incomes throughout the UK. Our recent analysis of HMRC figures has highlighted shocking disparities in pension incomes throughout the UK. HMRC’s Personal Incomes Statistics 2015-16 show that while the top ten local authorities for pension income are all in London or the South East, […]

Inheritance tax when it is relevant

Neil Jones 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. A trust can offer significant advantages when an individual is […]

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