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Compliance tip of the week: Vulnerable clients a certainty

It is easy to dismiss the need to deal with vulnerable clients as at the fringes of advice, not something really applicable to you. But with one in five of us likely to develop dementia, and one in four of us suffering from some form of mental illness at any one time, it is inconceivable […]

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MAS adviser directory branded ‘not fit for purpose’

The Money Advice Service’s directory of at-retirement advisers has been branded “not fit for purpose” after it launched with a number of technical issues.  The directory is in beta mode and features 4,500 advisers from 1,200 firms. Those using the Government’s Pension Wise guidance service will be pointed to the directory if they wish to […]

The Platforum D2C Conference – 24th June 2015

Taking place on Wednesday 24th June at the Jumeirah Carlton Tower Hotel, Knightsbridge, London the Platforum D2C Conference will provide the setting for key industry experts to debate what good looks like for a direct proposition and how to maximise opportunities presented by the pension freedoms. Driven by the change in regulation, pension freedoms and […]

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What would multi-party govt mean for financial services?

After months of campaigning the result of general election 2015 remains uncertain. Although many pollsters predict that the Conservatives will be the largest party, the closeness of the result may lead to both the Conservatives and Labour trying to form a Government in the coming days. What is certain is that we are heading for […]

 Article 50 Q&A: The negotiations to watch for 

Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses the potential near-term impact of Article 50 and the Brexit negotiations that she believes investors should pay most attention to. Read article here Important information  Investment risks  Neptune funds may have a high historic volatility rating and past performance is not a […]

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