Your clients are under attack. At least, if they fall into the baby boomer category they are. Not physically, of course, but their perceived wealth and good fortune is a cause for increasing resentfulness among younger people. Baby boomers are widely regarded as the golden generation, with healthy pension pots, properties bought for a song, […]
Ros Altmann is to be made a peer and appointed as a minister responsible for financial consumer protection and education, if the Conservatives are in government after the election. Altmann’s first task will be to lead a review of the pension reforms, including the future of the Money Advice Service and whether a charge cap […]
Professional indemnity insurance brokers have raised concerns about the financial strength of new PI insurer, Elite Hoyl Underwriting Management, which offers cover underwritten by Elite Insurance, entered the financial adviser market last month with claims it can halt the trend of escalating premiums. But PI brokers say advisers need to be aware that Elite Insurance […]
Advisers urged to reduce IHT bills through pensions.
Decoding the Fed’s policy-making has become more difficult since it failed to raise interest rates last month. So Artemis’ head of US equities is stock-picking for stability as well as growth.
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- How much are advisers charging for pension transfers?
- Ros Altmann: Good pension not always enough for a good later life
- SJP shuns new CII exam in favour of in-house programmes
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