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 […]
The Pensions Ombudsman has thrown out two complaints made against providers who allowed a member to transfer to a suspected liberation scheme. Joseph Winning filed complaints against Legal & General and Scottish Widows after the firms completed his request to transfer around £50,000 to the Capita Oak Pension Scheme. Winning says the providers failed to […]
Lenders are in talks with technology providers to develop a solution where they can evaluate brokers on an individual basis. Presently, lenders have information at a firm level but sources say a group of lenders has started talks to find a way of validating individual brokers. It is thought the lenders, the identities of which are […]
Labour, Conservative and Liberal Democrat politicians are using “made up assumptions” of increased revenue generated by targeting tax evasion and avoidance, according to the Institute for Fiscal Studies. Tackling tax evasion and avoidance has proved a huge part of this year’s election campaign since HSBC was found to be aiding clients of its Swiss private […]
Rob Burnett, Head of European Equities, Neptune Rob Burnett, manager of the Neptune European Opportunities Fund, reviews the key European developments in 2017, while arguing that fixed income investors should keep a close eye on the liquidity of their portfolios next year. Read more here Important Information Investment risks This Fund may have a high […]
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- Who were the winners at the Money Marketing Awards?
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
News and expert analysis straight to your inboxSign up