Recommended

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How should advisers attract and train new talent?

Courses and training schemes aimed at bringing new talent into an industry can only do so if they generate enough interest to make them viable. Earlier this year, the University of South Wales closed its BSc Financial Planning, Investment and Risk degree course to new applicants because demand was lower than expected. Financial planning degrees […]

Pensions
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DB transfer demand up as more consumers accept quotes

Data from pensions administrators Xafinity suggests that the proportion of those deciding to transfer their defined benefit pension after receiving a quote has increased. Figures from a sample of firms Xafinity works with shows that during the first quarter of 2016, 562 transfer quotes were requested. This nearly doubled to 958 for the first three […]

The big interview: AJ Bell chief on easing the pain of re-reg

“The time to mend the roof is when the sun is shining.” That is AJ Bell co-founder and chief executive Andy Bell’s message to advisers considering migrating assets to a new platform. There are two approaches to migrating assets. Some advice firms do re-registrations as an industrial process; others do it as part of their […]

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John Lawson: Why we need multiple pension dashboards

The UK’s pension dashboard is progressing nicely. Seventeen providers and technology firms are on board, the Treasury and the Association of British Insurers are supporting, and a prototype has already been delivered. That said, a complete working dashboard is still some way off. It is unlikely any of us will be able to log in […]

Time for a new approach to asset allocation

Trevor Greetham, RLAM’s head of multi asset, introduces the recentlylaunched RL GMAPs. Asset allocation has become an increasingly difficult challenge for investors and advisers in the years since the financial crisis. Sometimes violent price swings in stock and commodity markets coupled with the collapse in the rate of interest on bonds have made it harder […]

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