Lehman Brothers: Assessing the fallout 10 years on

This month marks the 10-year anniversary of the start of the global financial crisis in 2008. While it began with the sub-prime mortgage market disasters of the previous year, the collapse of investment bank Lehman Brothers was what sparked the full global crash, according to most commentators. To commemorate the past decade and how it […]

Five minutes with…Darren Cooke

Ahead of speaking at Money Marketing Interactive Harrogate on September 13, Red Circle Financial Planning director and cold-calling warrior Darren Cooke says it is urgent the industry trains young people to become advisers. On a scale of 1 to 10, how optimistic are you about the advice market for 2018? I’d say 8, activity for advice firms […]

Japanese society

The opportunities for investors from Japanese societal change

From ageing demographics and labour shortages, to changing consumption patterns and dietary habits, Japanese society is evolving. As a long-time investor in Japan, a large part of what we do revolves around identifying these trends early and focusing on those areas we anticipate being the principal beneficiaries of this societal change. Below, we highlight three […]


Confusion reigns over new suitability standards

The majority of advisers are unaware that new rules have been introduced forcing them to evidence the suitability of investments by client segment, new research shows. Product governance rules, governed by the FCA’s Prod handbook, were introduced alongside Mifid II in January, are require advisers to make sure they understand the investments they are recommending […]

Warehouse workers portrait in work overalls. Workplace pensions article

What does value for money in a DC default look like?

Lorna Blyth – Head of Investment Solutions The phrase ‘value for money’ is fast becoming a favourite phrase of the pensions industry. The regulator sees ‘value for money’ as a key outcome for workplace pension members and as a result both providers and Independent Governance Committees (IGCs) are keen to evidence it. But what is it […]


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