17 May 2018

Keith Richards: The win-win of social impact investing

We were proud to publish a good practice guide on social impact investing last month as part of an initiative started by an independent advisory group chaired by Allianz Global Investors vice chair Elizabeth Corley. The group had been set up by the Department of Digital, Culture, Media and Sport to increase choice in this […]

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Steve Bee: Employers tied in knots by red tape on pensions

Many of my friends are ex-teachers, having retired from the profession. We were recently talking about how valuable the teachers’ pension scheme has been to them in building a decent amount to retire on and bemoaning the fact the next generations are unlikely to have such benefits provided through the generosity of their employers. Our […]

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Phil Wickenden: Reasons to be cheerful on GDPR

One week out from implementation, our research shows only around half of advisers are 100 per cent confident they are ready for the General Data Protection Regulation. GDPR represents the biggest ever change to how personal data is collected and handled. The fundamentals are quite simple: to give individuals more control over how their personal […]

Dennis Hall
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Dennis Hall: Advisers can all too easily embarrass their clients

I recently experienced an uncomfortable encounter, which led me to take a more difficult path than some of the easier options available. It followed several months of kicking the tyres on various back-office and customer relationship management systems. Most meetings with software providers left me feeling uninspired. You know how it goes: there is the […]

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Steve Webb: Let people pay transfer advice costs from DB pension rights

Offsetting the cost of advice this way would benefit clients and advisers alike One of the multiple barriers to better take-up of financial advice is that some people are unwilling or unable to meet the upfront cost. In response to this, the government has allowed people to take small chunks (three lots of £500) out […]