Justin Cash, Editor of Money Marketing

Editor’s note: DFMs need to focus on adviser service

Let’s talk about discretionary fund managers. It’s an important conversation to have: even advisers who adore their investment manager admit that the market as a whole is murky, highly profitable and a nightmare to compare. They are also growing in importance, in terms of both volume of assets and the number of advisers that are […]


Middlesbrough firm latest to stop pension transfers over British Steel

Ten advice firms have now voluntarily agreed with the FCA to stop doing work on defined benefit pension transfers related to British Steel. Acklam Financial, based in Middlesbrough, is the latest firm to be named in correspondence between the FCA and Work and Pensions Select Committee published today. This information is part of a broader […]

File image of seedlings growing

Tony Wickenden: Making VCT and EIS investment fit for purpose

New rules aim to ensure venture capital scheme investments flow to the right businesses, not just those focused on delivering tax-motivated returns. The tax attraction of pensions has undoubtedly been effective in encouraging investment in them over the years. Influencing people’s behaviour using tax relief and tax freedom has clearly worked. Perhaps too well in […]


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