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 […]
As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
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 […]
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 […]
Last week was Adult Learner’s Week, a celebration of lifelong learning and continued education. But why should education stop after school?
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