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Locking horns: Garry Heath clashes with Apfa over adviser trade body plans

The launch of a new trade organisation representing advisers has reignited the debate around the industry’s ability to lobby at the highest level. This week Money Marketing revealed how former IFA Association director general Garry Heath is launching a new trade body in May for wealth managers and independent and restricted advisers. Heath says Apfa […]

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Advisers back away from DB transfers

Just one in four advisers are willing to work on transfers out of defined benefit pension schemes, boosting calls for new regulatory guidance. A survey of 248 advisers conducted by NMG Consulting found just 27 per cent would undertake DB transfers, while around half said they they would not. A quarter of respondents were undecided. […]

Phil Young

My beautiful career: Phil Young

What was your first job in financial services? I worked for a small consultancy business in Macclesfield, mainly focusing on compliance. It wasn’t always fun but I learned a lot about what good looks like. Describe your current role. I am managing director of threesixty. I spend most of my time talking to advisers, figuring […]

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Tory ‘Right to Buy’ extension slammed by political rivals

Conservative plans to extend the Right to Buy programme to housing association tenants were slammed in last night’s BBC opposition leaders debate.  The Tories announced the plans ahead of their manifesto launch last week, promising that 1.3 million tenants could qualify for discounts of up to 35 per cent in seeking to buy housing association […]

Welcome to The Brunner Investment Trust PLC

Welcome to the latest update for The Brunner Investment Trust PLC from the trust’s portfolio manager Lucy Macdonald. Market Review Global equities ratcheted higher throughout February, buoyed by optimism about global growth and corporate earnings. All regions advanced, although Japan tended to lag many other markets. In sector terms, healthcare, information technology, consumer staples and […]

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