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Sam Rees-Adams: The importance of doing nothing

Many years ago I taught a boy who regularly complained his mind was full and he could not learn any more. Funnily enough, his mind always seemed to become full when he was asked to do something he did not want to do. He was a modern day Hamlet, seemingly aware of the danger of […]

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Garry Heath: Professional bodies should not be lobbying for advisers

There seems to be widespread and potentially damaging confusion among advisers about the difference between a professional body and a trade association. Professional bodies exist to improve the professional standards of their members. They set exam subjects and levels of excellence, and distribute learning materials. Crucially, every member is an individual. In contrast, the members […]

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Discretionary managers failing to apply EU VAT exemption

Discretionary fund managers are failing to cut fees as a result of a European VAT exemption on their model portfolio services. A note sent to advisers by support firm threesixty and seen by Money Marketing, explains how the exemption applies to these services if they meets certain criteria. The criteria were set out in a […]

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Old Mutual Wealth swoops for Devon advice firm

Old Mutual Wealth Private Client Advisers is to acquire advice firm DQS Financial Management for an undisclosed sum. The appointed representative of Old Mutual’s network Intrinsic will add £200m in assets under advice and 650 clients as result. DQS’s staff, including five advisers, will also join Old Mutual as part of the deal. Founder directors […]

Guarantees in the retirement income market

Lorna Blyth, Royal London  Do guarantees benefit customers and, if so, when? To answer this conundrum we commissioned Millimans, a global actuarial consulting firm, to conduct an independent review of the UK retirement income market and whether guarantees really do offer customers better value for money. The brief The study was one of the most comprehensive undertaken […]

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