Old Mutual Wealth Private Client Advisers has sealed its fifth acquisition this year with Yorkshire-based single-adviser firm Coleman Clough. The deal will add £33m assets to Old Mutual’s national advice firm. Following the move, Coleman Clough’s founder and sole adviser Roy Clough will retire but will stay in the firm to allow the clients to […]
Corporate bonds that fell into high yield just under two years ago are now on their way to investment grade, becoming what are known as “rising stars” and creating opportunities for bond managers. In Q1 2016, 51 companies became so-called “fallen angels”, dropping from investment grade to high yield, compared to 45 in the whole of […]
At a recent lunch with both the head and commercial proposition director at one of the platforms we use, we somehow ended up on the topic of truths, half-truths and misconceptions we had heard about platforms over the years. I personally do not think there has been a single innovation that has brought as much […]
Should clients be charged the same way in accumulation as they are in decumulation? The majority of advisers still use percentage charges in the run-up to retirement, and a new study – the subject of our cover story this week – suggests that the market plans to keep them in place for decumulation for some […]
Earlier this year, Jelf Employee Benefits mentioned that the then minister for pensions was openly discussing the need for an increase in the minimum level of auto-enrolment pension contributions.
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