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Who are the adviser winners from the CISI awards?

Acumen Financial Planning was recognised as accredited financial planning firm of the year at the Chartered Institute for Securities and Investment Financial Planning Gala Awards 2016. The awards were held yesterday as part of the CISI Financial Planning Conference at the Celtic Manor Resort in Wales. Former Institute of Financial Planning president Jane Wheeler was […]

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Stephanie Flanders: The world is still looking for a Plan B

The UK will be living the consequences of Brexit for years to come – yet the rest of the world seems to have moved on. At least that is the conclusion you would draw when observing recent moves in global stock markets. That said, there is no getting away from the fact the global recovery […]

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Gerry Brown: Reflecting on 40 years of tax planning

Prudential technical manager Gerry Brown retired last month after 40 years in tax planning. Here he reflects on the changes he has seen over his working life, and the tax planning changes to come. When I joined the Inland Revenue in September 1976 the UK had a Labour government with tax policies based on the […]

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]

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