PFS: Advisers struggling to get PI cover for pension transfers

The Personal Finance Society has warned many of its members are struggling to find professional indemnity insurance cover for pension transfer advice. PFS chief executive Keith Richards tells the Financial Times the pension freedoms are in danger of being “de-railed” if advisers continue to face problems getting adequate PI cover. Richards says many of the PFS’s 37,000 […]


A warning for advisers using strategic asset allocation models

Significant gilt weightings continue to be recommended, despite concerning signals on their risk Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets have zigged, bond markets have zagged, thereby smoothing return […]


Building the Tesla of the advice market

Advisers have an edge over the rest of the financial services industry when it comes to building trust Last month, PR firm Edelman published its annual survey of public trust. It found financial services is people’s least trusted industry. This is not very surprising. Indeed, it echoes research we commissioned from YouGov last year, which […]


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