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Money Marketing Awards: Have your say on your favourite providers

Money Marketing is very excited to announce the return of our prestigious awards this year. Once again, as well as honouring the finest the advice profession has to offer, we are also asking your views on which providers stood out from the crowd. From the shortlist you decide, our expert judges will decide on the […]

business property relief

Tony Wickenden: Do not overlook clients’ business needs

A greater focus on wealth management means planners are often missing basic requirements of business-owner clients One-person companies have been in the news a bit over the past few years. The main reason for their publicity has been HM Revenue & Customs action against off-payroll working arrangements; in particular, through so-called personal service companies. HMRC’s […]

How to talk about fund fees with clients

The new European Mifid II regulations encouraging more transparency for investors have put a greater focus on the way advisers explain fund fees to clients. This week, Money Marketing talks to two advisers about their efforts to improve clarity at a time of change for the sector. How do you present fees to clients? Blue […]

employee engagement
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FSCS calls for Sipp provider responsibility challenged by trade body

Sipp operators have no proven responsibility to conduct due diligence on investments, a trade body has said, as it warns the Financial Services Compensation Scheme is taking the wrong approach by making them foot the bill for redress claims. The Association of Member-Directed Pension Schemes has written to the lifeboat fund on the back of its […]

Who cares?

By Tracey Dickson, marketing consultant There are almost 7 million carers in the UK – that’s around 10 per cent of the population who provide unpaid care for a disabled, seriously ill or older loved one.1 But according to a report from the charity Carers UK, 20 per cent of people providing 50 hours or more of care […]

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