The FCA needs a clear focus as it reviews the rules
Businesses found guilty could face unlimited financial penalties and many other unpleasant consequences.
It is only a few weeks since we woke up to the news of a hung parliament. So what does the political backdrop mean for us? I am not in the business of making predictions but it is important to ask both ourselves and our clients whether the Brexit glass looks half full or half […]
Politicians as well as pillars of the investment industry are being shaken by the winds of reform
Will the tax changes dropped from the Finance Bill pre-election get through?
A final policy statement on Mifid II is due at the end of this month. Here are 10 things you need to know about the rules
The remorseless advance of the passive investment movement (for such it is, complete with creed and prophets) leaves active fund management businesses with a dilemma. In theory, they would prefer to fight and claim that their various styles of active management can and do deliver superior outcomes over the timescales that matter to investors. But […]
More and more of my conversations with advisers are focused on those clients that have exceeded the lifetime allowance and have either not been eligible for any of the protections available at the time or have invalidated the options before they realised. There is little the adviser can do; a problem compounded thanks to not […]
Success comes from communicating the right message, to the right people, at the right time.
The myth that young people support an overly-generous pensions system should be dismissed
The latest update (version 10.3) to Apple’s mobile iOS operating system brings with it some useful features it is worth knowing how to activate. To me, the most valuable is to replace the existing four- or six-digit passcode with an alphanumeric one for additional security. You just cannot be too careful about security; we all […]
The chief executive on his retail sector-inspired plans to help investors make the right choice