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Percival unveils new cashflow report as tools take on fresh importance

Advisers need to reassess their approach to selecting cashflow planning tools, according to consultant Rory Percival in light of new pension transfer analysis rules and Mifid II legislation. The former FCA technical specialist has produced a new due diligence guide to cashflow planning for advisers as pension freedoms and technological improvements have begun to increase […]

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National adviser offers DB transfer robo-paraplanner

National adviser Mercer Jelf Financial Planning is offering a defined benefit robo-paraplanner to its customers. Mercer UK teamed up with robo-advice platform Wealth Wizards to launch the service. Wealth Wizards launched its white-labelled robo-paraplanner tool, trialled with LV=, in May last year. Robo-paraplanner launches for workplace pensions The advice planner works on a triage basis […]

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Introducer slammed again over ‘guaranteed’ return promises

An unregulated introducer has come under fire again for repeatedly promising “guaranteed” returns on investments. Money Marketing reported on promotions from Success Investment Group last year that “assured” returns of 10 per cent on investments in care home rooms. Since then, Money Marketing has noted at least two further promises of “guaranteed” returns on a number […]

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FOS penalises adviser over not reviewing Ucis investments

An adviser must compensate a client for failing to monitor the performance of Sipp investments in two unregulated collective investment schemes. A Financial Ombudsman Service decision says Welsh advice firm Sebastian & St James International Financial Advisers is responsible for the reduction in the client’s pension. In October 2011 the client, Mr P, met an […]

How to balance bottom-up with top-down research in constructing multi-asset credit portfolios

In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]

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