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What has been the Brexit effect on platforms?

Platforms are withstanding the immediate impact of the Brexit vote despite nervousness among investors. But experts suggest the decision to leave the EU could leave the platform market vulnerable, with challenges such as pricing and fund regulation yet to be tackled. Despite warnings that volatile markets in the wake of Brexit will put pressure on investment […]

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FCA bans and fines adviser £110k for lying about qualifications

The FCA has banned and fined an adviser £109,400 for repeatedly lying to the regulator about whether she was qualified to give investment advice. Elizabeth Parry was a sole trader and was authorised to give investment and mortgage advice. She was also authorised to carry out consumer credit activities. The FCA says Parry made six […]

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Hargreaves adds trackers to Wealth 150 Plus for first time

Hargreaves Lansdown has moved 13 index tracker funds into its Wealth 150 Plus list to help investors compare them with active funds across different sectors. The move marks the first time passive funds are part of the list since its creation in 2003. The funds have until now been included on the firm’s Core Tracker […]

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Robert Reid: Experts are blind to real advice issues

Research recently published by Citizens Advice on pension freedoms showed that of those who didn’t spend the funds they realised, 29 per cent of them put the proceeds in their bank account. In addition, 9 per cent of people had unforeseen tax problems such as tax deductions they weren’t expecting, rising to 30 per cent […]

Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]

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