Graham Bentley: Too many costly funds are doing the same thing

Competition and technology should have forced down prices for investors When, in 1931, M&G created the First British Fixed Trust, the UK’s – and indeed Europe’s – first unit trust, there were no Penguins. Penguins were first created in 1932. Yes, I was shocked too, until I realised that was the chocolate biscuit, not the […]


Tom Hegarty: Keeping client relationships strong

Do not let clients forget about everything you can do for them in between your scheduled reviews The introduction of the RDR had a number of implications for advisers, one of the biggest being the ban on commission. The change necessitated a shift from a transactional to a service-based proposition delivered in return for a […]

Susan Hill

Money Marketing Interactive: Susan Hill on percentage charging and DIY investors who think they know better

Ahead of her appearance at Money Marketing Interactive on 3 May, Susan Hill Financial Planning IFA Susan Hill looks to the future of ad valorem and self-investment Book your free place at On a scale of 1 to 10, how optimistic are you about the advice market for 2018? 10 What is the best innovation you’ve seen […]

Retirement - thumbnail

A downhill stroll?

The Department for Work and Pensions (DWP) has recently published new research, which once again demonstrates how the prospect of retirement is changing for older workers.


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