October 1, 2007 was a momentous day. Did you notice? For anyone involved in managing and investing assets for adults who lack, or may lack, capacity to make decisions for themselves because of a mental disorder or mental illness, it will go down in history as the day when a revolution took place.
Clients with a six-figure or bigger sum in a self-invested personal pension can take advantage of many investments that their less wealthy counterparts may baulk at. A full Sipp gives clients access to more specialist areas such as commercial property, foreign currency, warrants, gilts, futures, options, hedge funds and even private equity. One popular investment […]
RLAM’s asset class specialists discuss some of the findings from the panel session at our recent Investment Conference. By Rob Williams, Head of Distribution Welcome to the latest edition of Leading Edge. It has been an eventful six months since the last e-zine. The European Central Bank announced ongoing stimulus measures, while the immigration crisis in Europe threw the […]
There is understandable frustration with what is seen by some as a disconnected policy machine whirring ad infinitum in the FCA’s Endeavour Towers. Take the difficulty in reconciling the stated requirement for robust, consistent, repeatable processes with the now cautionary tones over centralised investment propositions and requirement to evidence the suitability of solutions for various […]
Employers who do not help their staff secure financial advice may be faced with succession planning issues and an inability to retain younger staff, according to new research. Findings from Chase de Vere and research provider Lightbulb show financial advice programmes can cost as little as £5,700, and help get employees contributing more to their […]
Over the past few weeks, I have been helping my wife act as the executor of her late father’s estate. Despite a 25-year career as an adviser for some very wealthy people and being quite familiar with the tasks involved in dealing with the financial affairs of a deceased person, I have found this time […]