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The Technical Quiz

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.

Claire Williams
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Foot Anstey: How to stay within the FCA’s social media rules

Social media is not a new phenomenon and appears to have become the preferred method of communication for a significant proportion of society. Whilst the usefulness of social media for any given business will vary, given how prolific social media now is, firms risk being left behind if they ignore it. The rules imposed on […]

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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 […]

Billy Burrows: The invisible force

According to a business associate of mine (and someone considering his own retirement options) “the sands have shifted since the pensions freedoms were announced”. Now they are here, he believes most rational people will work out the cash option is not that attractive considering the tax implications and the problem of where to reinvest it. […]

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Latin America 2018: will the momentum continue?

Thomas Smith, Head of Latin American Equities, Neptune Thomas Smith argues that 2018 should see a continuation of the supportive trends for Latin America that have been in place since early 2016. The global recovery is gaining momentum and breadth, with strong and steady growth in the industrialised economies and an acceleration across emerging markets, […]

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