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Finalytiq founder’s withdrawal rate app completes funding round

An app aimed at helping advisers understand how retirement strategies will fare under different market conditions has completed a seed funding round, with backers including former Interactive Investor chief executive Adam Seale. Timeline was set up by Finalytiq founder Abraham Okusanya last year in response to pension freedoms. It uses empirical research, asset class returns, […]

Calls for self-employed to access pensions advice allowance

National advice firm LEBC has called on the government to extend the pensions advice allowance to the self-employed. If extended, the self-employed could claim up to £500 in three separate tax years to fund their pensions advice. This amount is currently only accessible to company employees, leaving the self-employed to pay for their own financial advice. LEBC has […]

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Rathbones to drop Speirs & Jeffrey name after £104m acquisition

Scotland’s largest independent wealth manager Speirs & Jeffrey will change its name after its £104m acquisition by Rathbones. Rathbones announced this morning it is buying Speirs & Jeffrey, which has funds under management of £6.7bn. The initial consideration of £104m comprises £79m cash and £25m through the issue of new Rathbone shares. Rathbones is also lining […]

Argentina & the IMF

Thomas Smith, Co-Head of Emerging Market Equities, Neptune An interview with Reza Moghadam, who spent more than twenty years at the IMF, where he shares his views on Argentina’s negotiations with the IMF… https://www.realworldinvestors.com/Posts/Team-Talk/2407 Investment risksThe value of an investment and any income from it can fall as well as rise as a result of […]

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