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Ian McKenna: Treading the fine line between good and bad robo advice

At the beginning of the month, Nick and Martin Bamford caused amusement around the industry by announcing the launch of Informed Choice’s robo-adviser as an April Fools prank. What many in the industry might find scary, however, is that they are not too far away from the truth. The emergence of real robo-advisers is, in […]

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University College launches pension transfer qualification

Financial education organisation ifs University College has launched a new pension transfer qualification following the FCA’s proposals to tighten advice in the area. Last month, the regulator revealed plans to require all transfers out of defined benefit schemes to be undertaken by advisers with a pension transfer specialist qualification. Transfers from other “safeguarded benefits”, such […]

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NAB set to offload Clydesdale and Yorkshire Banks

National Australia Bank is set to let go of Clydesdale and Yorkshire Banks and float part of the business. As part of its de-merger plans, NAB will transfer 70-80 per cent of its shares in Clydesdale, which includes Yorkshire Bank, to NAB shareholders. The remaining 20-30 per cent will be floated on the stock exchange. […]

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David Shelton’s business tips: Planning a marketing campaign

It is important marketing campaigns are planned to a fine level of detail. Investment of time at outset should improve returns as well as make your marketing more accountable. Campaigns can include any activity from enquiry generation using mail shots or advertising, through to invitations to seminars. This universal checklist will make sure that nothing […]

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Investment research and our Tactical Asset Allocation process

David Shairp, Head of Research at the Prudential Portfolio Management Group (PPMG), investigates the range of factors that multi- asset investors use to derive market insights and views that inform portfolio decisions. These would typically include valuation, macro factors, and behavioural or market timing factors. Many investors usually separate strategic and tactical asset allocation decisions. […]

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