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Out of Context: “It’s like pushing water uphill with a rake”

“It’s like pushing water uphill with a rake.”

Beuafort Financial Planning executive chairman Simon Goldthorpe says getting experienced advisers through exams can be a challenge.

“The pen is mightier than the insurer.”

GSL Financial managing director Gary Lewis congratulates MM after Aegon U-turns on removing adviser servicing rights.

“Come May, you could find yourself in a position of significant influence rather than being an MP.”

CII chief executive Dr Sandy Scott to Treasury financial secretary Mark Hoban.



Dawn of the biotech ‘mega blockbuster’

After two years of high flying, biotech stocks have ricocheted up and down in 2014. With senior policymakers raising concerns about valuations, can investors expect more triple-digit returns? US Federal Reserve chair Janet Yellen last week told Congress biotech valuations, among other asset classes, appeared to be “substantially stretched, despite a notable downturn in equity […]


FCA: 80% of Financial Ltd Ucis sales could be unsuitable

The FCA says 80 per cent of Financial Limited’s Ucis customers may have received unsuitable advice after finding “systemic weaknesses” in the network’s systems and controls. The regulator has today banned Financial Ltd and Investments Ltd from recruiting new ARs and individual advisers for four and a half months. Were it not for the firms’ […]


Neil Liversidge: Taken hostage in the name of advice

In my March column I advised you to paint your risk warnings with a four-inch brush.  Adam Samuel’s superb Better Business article in recent weeks warned of the dangers rich clients pose, which brought to mind a rich former client of mine with whom, thank goodness, I followed my own mantra to the letter.  In 2008 […]


Chris Davies: The starting point for business planning

Having recently supported a large platform provider on its national adviser firm conference roadshow, what became apparent throughout the Q&A sessions was the mixed levels of progress made in developing and implementing a bona fide business plan. Most firms have made good progress post-RDR but there is more work to be done in understanding the regulatory high-level […]

Time to stop the salami slicing on tax relief

Steve Webb  – Director of Policy and External Communications As the Autumn Statement approaches, Steve Webb calls for the Government to stop tinkering with tax relief. Twice a year, in the run-up to the Spring Budget and the Autumn Statement, we face a torrent of speculation as to what changes the Chancellor might make to […]


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