Recommended

Smith-Thompson

Profile: ‘The future of advice will be more telephone and web-based’

Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]

Parliament-UK-London-Building-Fog-700x450.jpg
3

What’s in pensions minister Ros Altmann’s in-tray?

Increasing auto-enrolment contributions, reforming tax relief and extending new guidance service Pension Wise should be priorities for the new pensions minister, say industry experts. This week former Saga director general and older workers’ champion Ros Altmann was appointed pensions minister as part of the Government’s reshuffle. The pensions industry wasted no time in setting out […]

Ascentric marketing director exits

Ascentric sales and marketing director Mike Morrow has quit the company for a new role. Morrow will be replaced by head of business development Justin Blower and head of marketing Sarah Lyons, who will lead sales and marketing, respectively, on an interim basis. Ascentric managing director Jon Taylor says the Royal London-owned platform will consider […]

Financial advice-planning-advice-cashflow-analysis
1

Tales from the frontline on pension freedoms

It has been noticeably quiet for us on the pension front since the reforms were introduced. It appears consumers have heeded the various warnings to avoid rushing to make decisions. We expect to advise a large number of clients on pension freedoms over the next three to five years but hopefully these will be on a […]

Political risk and monetary policy

In the first video of a series of short interviews conducted with Investment Week’s Editor, Lawrence Gosling, Senior UK Equity Fund Managers Martin Cholwill, Richard Marwood and Henry Lowson discuss the effect that unfolding Brexit negotiations are having on their plans for positioning. The managers also address monetary policy, sharing their views following the latest […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment