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Can artificial intelligence solve the DB transfer problem?

Pension transfers are a minefield for advisers but the makers of a new tool believe their algorithms can provide the answer The recent launch of Wealth Wizards’ artificial intelligence capability, Turo, illustrates the possibilities technology can bring to advice. Turo enables robo-advice to be delivered in line with an advice firm’s way of doing things. […]

Meet the manager: Jupiter’s Chatfeild-Roberts on youthful enthusiasm versus experience

Jupiter’s fund-of-funds veteran explains his choice of manager to replace Woodford in his portfolios “In a raging bull market, young fund managers can often generate stellar performance but, on balance, experience trumps youthful enthusiasm.” So wrote John Chatfeild-Roberts in his 2006 book, Fundology. Twelve years later, Jupiter Merlin’s head of strategy on independent funds says […]

MMI 2016

Money Marketing Interactive 2018: Our top five picks

This year, Money Marketing Interactive is back and better than ever. Now in its third year, the conference brings you the cream of the advice profession in an innovative live format for a day of insight, discussion, and debate on the market’s key issues. From tax planning and technology to compliance and qualifications, MMI offers […]

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British Steel members not given suitability reports before transferring

Some British Steel Pension Scheme members did not receive suitability reports from advisers before they transferred out of the scheme, according to a document published today. A letter from Work and Pensions Select Committee chairman and MP Frank Field to FCA supervision director Megan Butler contains anonymous testimonies from steelworkers. These testimonies shed light on […]

consolidator

Weir tests shareholder mood for simpler pay schemes

Following a history of shareholder unrest around their pay structure, Weir has introduced a new Restricted Share Awards plan. Ashley Hamilton Claxton, Head of Responsible Investment at Royal London Asset Management shares her professional opinion on this latest remuneration related move by the company. Read the article here. Past performance is not a guide to […]

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