An American firm specialising in stress-testing life and pension products is lining up a move into the UK. Boston-based Dalbar is set to expand into Europe, with Syndaxi managing director Robert Reid co-ordinating its approaches to life offices. Dalbar will start its first survey this month and is inviting major providers to take part. Firms […]
The Revenue has asked the ABI for help after admitting it has made no progress in finding a way of preventing people recycling tax-free cash back into their pensions. The practice, called turbo-charging, enables people to rake in extra tax relief. The industry universally condemned Chancellor Gordon Brown for introducing a measure to ban this […]
Written by Mike Riddell29 June 2016 Headlines over the past few days have screamed about record falls in sterling, record low bond yields and massive falls in equity prices. However, if you take a slightly longer view of markets rather than simply the one- or two-day reaction, I think it’s amazing how little markets have […]
Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]
By the end of this month, either Boris Johnson or Jeremy Hunt will take up residence behind the world’s most famous black door. The race to succeed Theresa May gets more interesting by the day. And if it were supposed to be a virtual coronation for Boris, then someone should have told Jeremy Hunt, who […]
Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?