Recommended

Hall-Dennis-Yellowtail-2013 700 x 450.jpg
1

Dennis Hall: Finding a middle ground with clients

I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]

Money-Cash-Coins-GBP-Pounds-UK-700x450.jpg

Rathbones’ Q1 outflows hit £414m

Rathbones’ total funds under management rose 6.3 per cent to £28.9bn at the end of the first quarter, but outflows at the unit were up 17 per cent. Total funds grew from £27.2bn in December 2014, rising 26.8 per cent year-on-year, according to the firm’s results for the first three months of 2015. However, outflows at the division […]

18

Paul Lewis: How do you solve a problem like Maria?

She is Maria Sinclair, just 65 and she is happy. Pension freedom has begun. She has a pension pot, which she began some 25 years ago, and she believes it is worth quite a lot. In work, Maria never earned more than £18,000 a year. Her state pension amounts to £118.64 a week. She has […]

Tony Wickenden: Should Help to Buy Isa’s incentive method extend to pensions?

One of the big headline grabbers from last month’s Budget was the Help to Buy Isa. Like pension freedom, a superficially easy concept to present and understand.  Also like pension freedom, however, there is a little bit more detail to get to grips with. The most obviously available further information on the Help to Buy […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment