Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]
One of the fundamental questions for advisers is how they demonstrate their worth to clients. This is crucial if they want to attract new customers to the business, as well as keeping existing clients happy that they are getting value for money. FCA regulations may stipulate key feature documents and a list of adviser charging […]
Quilter has seen a 38 per cent increase in total net flows from its financial planning business in the first quarter of the year, but warns of continued market uncertainties. In March, Old Mutual Wealth Management officially changed its name to Quilter ahead of plans to list and separate from Old Mutual. The wealth manager, which […]
Barclays could be set for a tie up with a competitor bank in the wake of pressure from one of its largest shareholders. The Financial Times reports that names in the frame include Standard Chartered, which two people close to the situation say was a favoured option of Barclays chairman John McFarlane and potentially supported […]
The UK is ending what has been its slowest economic recovery on record with a marked acceleration in growth. Neptune’s forecast for UK GDP growth in 2014 is 2.5 per cent, up from 2013 growth of 1.8 per cent as estimated by the Office for National Statistics. When considering the changing UK macro outlook, three important questions remain:
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- Who were the winners at the Money Marketing Awards?
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
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