Aifa has launched a website to help consumers find advice on contracting out. The website lists by region IFA firms which are willing to discuss the pros and cons of contracting out and gives advice to consumers currently without an adviser.
Downing is introducing a further two venture capital trusts before the April deadline, including a protected product aimed at more cautious investors. It hopes to attract 40m for the Downing VCT4 and Protected 5 VCT. The Protected 5 VCT will be more cautiously managed and focus on capital preservation, with wind-up expected in around five […]
By Jamie Clark, Business Development Manager, Royal London Recent articles in the media have raised concerns about the new pension freedoms. One perceived problem is that across the industry, trustees and providers are not necessarily allowing people to take full advantage of the pension freedoms in situ. This is backed up by a recent survey by […]
The FCA has today proposed changes that would help unlock patient capital – investment seeking long-term returns, such as venture capital or infrastructure – through unit-linked funds to retail investors. The regulator has also published a discussion paper on the effect of the existing UK framework on investments in patient capital. As part of this year’s budget, chancellor […]
Three advisers talk to Money Marketing about taking time out to help the community Christmas is traditionally a time for giving, so as our thoughts turn to the festive period, how are advice firms giving back to the community or the profession? The great outdoors As a seasoned mountain walker and scout leader, much of […]
Figures show advisers are not taking on enough clients, but this can be fixed with a closer look at efficiency Back in the day, advisers would often have hundreds, if not thousands, of clients who would receive advice as and when they needed it. But changes in regulation from the RDR and, more recently, Mifid […]