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Ian McKenna: Shaking up the mortgage advice market

While the mortgage advice industry is clearly now in far better shape than it was just a few years ago, when it comes to innovation I cannot help feeling it is the poor relation compared to the investment advice market. There is certainly far less competition in terms of leading edge solutions to meet consumers’ […]

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Aldermore management probed ahead of float

The Prudential Regulation Authority investigated the management and governance at Aldermore ahead of the challenger bank’s plans to float the on the stockmarket. The Financial Times reports the regulator launched a review of the bank’s governance last year after chairman Sir David Arculus left the company in 2013. Sources have told the newspaper the regulator […]

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Neil Liversidge: Do we really know better than our clients?

The late Sir John Templeton had 10 maxims for investment success.  Number 10 was that “an investor who has all the answers doesn’t even understand the questions”. Along with all the standard and risk warnings, we frankly tell every client that while we give advice in good faith we do not claim to be omniscient. […]

PFS launches consumer education website

The Personal Finance Society has launched a consumer education website as part a drive to improve its public profile. Yourmoney provides guidance and tools on issues such as planning for retirement, managing debt and saving and investing. It gives tips on how to avoid investment scams, explains the benefits and costs of regulated advice, and […]

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Unleashing the full potential of investment bonds using SPS

Investment bonds have many virtues and some restrictions. However, it is possible to get far more from them if you take the right approach. Why choose an investment bond? The use of different tax wrappers can produce different outcomes for investors and with increasing awareness and knowledge, advisers are seeking more variety in the assets […]

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