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Kim North: Hunter instincts and the advice process

Sitting in a chartered and certified IFA business I am bombarded with online messaging. I would love to have the luxury of clicking through from a Money Marketing headline to read a whole article but a client’s email appearing over the website will always take priority. So I deal with my client’s request, keep reading […]

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GBST to power Just Retirement platform

Broking technology firm GBST Wealth Management is to power Just Retirement’s new simplified retirement platform. The advised-only platform has been developed following the introduction of pension freedoms earlier this month. It will allow customers to purchase an annuity as well as leave their pension invested in a low-risk “rainy day” fund. Just Retirement group communications director […]

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Andrew Montlake: Getting to grips with digital

Apart from the election (yawn), the last few weeks have been dominated by much talk around technology and its application in today’s world. As I sat and watched an inspiring Dimbleby lecture from the wonderful Martha Lane Fox, setting out her view of Britain’s digital future and rightly promoting the role of women in technology, […]

Are your clients taking enough risk to meet their pension goals?

Robin Geffen, Fund Manager & CEO An over-reliance on ‘low volatility’ products could be seriously limiting returns for investors saving for retirement. Whilst risk awareness is vital in portfolio construction, in our view the biggest risk to pension savers is not portfolio volatility; it is the very real risk of a retirement funding shortfall. View […]

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