I have a paid-up executive pension plan which offers me the potential of taking a substantial amount of tax-free cash. I am actively contributing to other pension policies and am thinking about consolidating the arrangement. Will the new pension legislation have any effect on this?
Last week, I considered the choices that advisers need to make regarding regulatory status approaching D-Day. This week, I will continue to explore the two key components in the overall financial plan – investment management and tax planning.
The ABI has put together new guidelines on handling complaints in a bid to improve the industry’s treatment of consumers. It wants to understand more about why cases end up at the Financial Ombudsman Service and what firms should be doing to handle cases better. It says it has made an effort to get its […]
Different growth cycles require different investment strategies. In this short video, Trevor Greetham, Head of Multi Asset at Royal London Asset Management, explains how he implements this across the RL GMAPs using the Investment Clock. Click here
IFAs want more clarity on environmental, social and governance investment products to be able to better communicate them to clients. A HSBC Global Asset Management survey of over 200 UK IFAs found that 57 per cent would like more ratings for ESG products. Concerns over diversity, human rights, consumer protection, and animal welfare are the […]
St James’s Place has hired Claire Blackwell as director of marketing from Newton Investment Management. Blackwell says: “We have a responsibility to continue to develop ourselves and our proposition in the interests of better financial outcomes for clients.” SJP shuns new CII exam in favour of in-house programmes She has held a variety of positions across the […]
Something drastic needs to be done to make the protection landscape fit for today’s world Like most journalists, when I first began writing for Money Marketing years ago, I needed to be schooled in the ways of financial services. In my case, this role was carried out by a small coterie of energetic financial advisers […]