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Profile: Openwork’s new chief on the dearth of advisers

When Openwork chief executive Mark Duckworth speaks about the drop in adviser numbers since the late 1980s the figures sound astonishing: 285,000 advisers serving a UK population of 50 million in 1989, compared with 23,000 advisers available for 64 million people today. Put another way, there are currently around 200,000 consumers for every adviser when, […]

Out of context: CII

Out of context

“I’ll batter him until he picks up the phone” Chartered Insurance Institute director of communications David Ross goes to extreme lengths to force the CII’s head of learning Simon Graham into returning an MM hack’s call. “Who’s Andy?” Aviva press officer struggles to recall former Friends Life chief (and new Aviva UK life boss) Andy […]

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Sue Whitbread: Don’t forget the paraplanners

Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]

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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 […]

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