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MAS adviser directory passes 7,000 users

The Money Advice Service’s Retirement Adviser Directory now has more than 7,000 advisers listed, the guidance body has revealed. A total of 3,719 firms are now part of the directory, MAS says in its final annual report before merging with The Pensions Advisory Service and Pension Wise later this year to create a new single […]

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Tracey Evans: Drawdown problems are a ticking time bomb

Over the last few weeks I’ve been reviewing recent reports available to the advisory community. The one which particularly caught my attention was “Drawdown: Is it working for consumers?” which was produced by Zurich. It is based on a YouGov survey of 742 people who have moved into drawdown since pension freedoms began. The main points I pulled from the research […]

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VouchedFor: FCA directory could see more ‘bad’ advisers being picked

The proposed FCA directory that will include advisers’ details could see more people finding “bad advisers”, according to adviser review site VouchedFor. A LinkedIn article by VouchedFor chief executive Adam Price says this is because the regulator’s consultation paper pitching the directory suggested little around underlying adviser checks being substantively improved. In the article, Price says: […]

Why selling to a consolidator can be anything but smooth sailing

There are increasing hurdles to consider for advisers making the move to sell their business and trade under a new parent. Recent figures from Nucleus show advisers are shunning the idea of selling to consolidators, thanks to increasing examples of the process going wrong. Figures from a survey of around 200 advisers by the platform […]

Artemis Global Income: Making sense of global markets

The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]

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