1 September 2016

Chris Davies: Meeting Brexit business risks head on

Well, one thing is for sure: after a summer of little movement on the matter there is still a long way to go in terms of leaving then EU. With this in mind, the vast amount of “white noise” around the implications of the referendum outcome is unhelpful to say the least. We have had […]

Columbia Threadneedle on political flashpoints and Brexit’s unexpected casualties

Columbia Threadneedle portfolio manager Maya Bhandari does not think the effects of Brexit have materialised yet. The Dynamic Real Return fund she works on as deputy manager, alongside lead manager Toby Nangle, saw a number of changes before and after Brexit vote and now it is seeking opportunities in Europe, in particular in equities and high yield, says […]

Tony Wickenden: Crunching the numbers on salary, dividend or pension

This week I am going to continue my detailed look at the salary versus dividend versus pension conundrum I started before the summer break. When considering the available options there is no real substitute for number crunching once the principles are understood. What follows are some examples applying the principles I discussed in the past […]

John Chatfeild-Roberts: The economic trouble spots away from Brexit

Markets were still suffering with a bad case of post-referendum heebie-jeebies up until just over a month ago. An alien arriving from Mars, bombarded with sensationalist media and predictions of doom, would have concluded the end was nigh. July saw sanity restored, however, as investors and commentators recognised change will be gradual. In the meantime, […]


Advisers wary on L&G direct protection service

Advisers say a new protection comparison website run by Legal & General runs the risk of encouraging consumers to buy on price without advice. Comparecover sells life insurance directly to consumers from insurers including Zurich, Aviva, L&G and Beagle Street. The website gets a commission for every policy sold, which is then shared with the […]

Platforum head of intermediary research Miranda Seath

Powering the platforms: Enlisting in SEI’s ‘platform bootcamp’

This week’s look at the technology behind the platforms focuses on SEI, the Philadelphia-based firm that powers True Potential, Fusion and Towry’s offerings in the UK. SEI’s model and approach differs from the technology firms powering the adviser wrap platforms: Bravura, FNZ, GBST and IFDS. It is familiar to many because of its trading, custody […]

Lee Robertson

Lee Robertson: Lessons from our US counterparts

I often look beyond those I respect most here in the UK to other jurisdictions for further examples of good practice and financial planning insight. While not always an exact fit for how we operate, there is much to be learned from the challenges advisers face globally. After all, a client just about anywhere else […]

Prudential 480

Advisers warn on impact of life co strikes

Advisers have warned a spate of strikes at providers risks consumer detriment and will only add to already poor service. Prudential staff in Reading began industrial action yesterday over plans to move 81 annuity-related roles to Mumbai. Unite members voted for industrial action last week, which will see employees “not co-operate with or undertake any […]