With the general election now only weeks away, Money Marketing assesses the manifesto pledges affecting advisers and their clients. Tax While cracking down on tax evasion and aggressive avoidance has proved popular territory for all the major parties, several are also seeking to ameliorate the tax loads of voters. The Conservatives have promised to raise […]
Closed book insurer Phoenix is the first provider to sign up to Just Retirement’s new simplified advice service. The deal means retiring customers who do not have an adviser will be able to get personal recommendations over the phone on how to use their pension pot, including whether to keep their funds invested, take lump […]
OK, I admit it: I am a bit biased and I tend to try to look for the good. But I think this Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers. Of course, a lot of the announcements were proposals for post-election change but […]
ABI, NAPF and the Trade Union Congress back commission to tackle short-termist political approach to retirement saving.
Kunal Desai, Head of Indian Equities, discusses his expectations for the Indian market and highlights the key indicators that he is watching for 2015.
In the video, Kunal addresses:
• Indian equity valuations and the importance of stock selection in gaining exposure to the earnings upgrade cycle
• The BJP’s strengthening ambition in its pro-reform, pro-investment agenda
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- How much are advisers charging for pension transfers?
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- Nick Bamford: Re-platforming problems exposing the dinosaurs
- IFS director: Inheritance increasingly determines wealth in UK
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