The news former Investment Association chief executive Daniel Godfrey is going into direct competition with the groups that did not support his wish for transparency is something to be watched with interest. I have to say, the £100,000 being raised to kick-start the development of his new investment company The People’s Trust looks inadequate. I […]
Human beings measure whatever can be measured. Then they turn the numbers into a battleground of different views. Arguments about costs of financial products and levels of adviser fees follow this pattern. Like many advisers, I am confident that most of our clients gain benefits, in the form of tax relief gained and tax not […]
This fourth part of my look at the changing face of independent advice starts in 2000. I had worked at DBS since 1995. In 2000 our department got a new manager who introduced herself by demanding: “What’s your problem?” “Normally only drunks say that when they’re looking for a fight,” I replied. That set the […]
The investment industry has been bought some time to comply with new European disclosure rules, but there remains a lack of clarity around how the rules will be redrafted and the ultimate impact on investment advice. Money Marketing revealed last week the European Commission has decided to delay the introduction of regulation for Priips, or […]
The insurer UNUM has just published a new report on The Future of Employee Benefits, which makes an interesting read for anyone considering reshaping their existing remuneration package.
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