Plum Software is offering a 20 per cent discount to SimplyBiz members for all its technology solutions.
The Government’s Open Market Home Buy scheme for key workers has got off to a slow start due to lack of awareness among the public and advisers finding the scheme confusing, reports Helen Pow.
James Salmon on moves to get tough on factory gate pricing.
Edeus chief executive Michael Bolton has issued a rallying cry to mortgage brokers and warned them not to be complacent about their dominant share of distribution.Speaking at Money Marketing Live in London last week, Bolton also called on brokers that have retention relationships to push for trail commission if the lender gets to keep the […]
New Star has opened its international property fund to retail investors.The fund will offer a 1 per cent discount on the initial charge for all lump sum investments during the offer period of May 14 to June 4, with a fixed price of 50 pence per unit during the retail offer period, priced daily after […]
In the five years since we launched the Artemis Global Income Fund, its manager Jacob de Tusch-Lec has built a distinctive portfolio that is first among its peers. Here he explains why his “quality, cyclical and value yield” stocks, and flexible approach, leave the fund better placed to benefit from uncertainty than funds that depend […]
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There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]
Thirty-six months is a short time in pensions. Before April 2015, few could have predicted that compulsory annuitisation would come to an end and the door to full withdrawals would be swung open. As the pension freedoms reach their third birthday, it is worth weighing up the evidence to date. Let’s start with the good […]