Annie Shaw is a freelance financial journalist To the Chelsea Flower Show as a guest of HBOS, where the flowers were fab and I met Jamie Oliver – no, not that one. The one enjoying Halifax’s hospitality is the author of sundry books about death and sex (separate titles) and also writes about entrepreneurs and other financial things for the Daily Telegraph.
There is no doubt that this has been a challenging period for UK equities, particularly those which invest in smaller companies. Over the year to April 30, the total return for the FTSE 100 was -2 per cent compared with -19.3 per cent for the smaller companies market as measured by the Hoare Govett Smaller Companies index excluding investment trusts.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]