If you meet Carlton Hood, Old Mutual Wealth’s customer director, don’t mention meerkats. Hood was chief executive of the price comparison website Confused.com when rival firm Compare The Market unleashed its popular ‘Compare The Meerkat’ advertising campaign in 2009. “That was the biggest challenge of my career,” he jokes. On a more serious note, Hood […]
I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]
Apfa has written to the major political parties to urge a rethink of what it terms an “unjustifiable” 10 per cent increase in advisers’ FCA fees. In a paper on proposed fees published in March, the FCA said A13 advisers will pay £74.9m in 2015/16, up by 10 per cent from £68m in 2014/15. The […]
Healthcare is already one of the key battlefields in May’s general election, with each of the main parties committing to deliver improvements to the NHS and public health.
Helen O’Hagan, technical manager at Prudential, has produced a third article in the trust series range exploring the discounted gift trust (DGT). These can take different forms, but in this article she looks at a ‘standard’ discounted gift trust and will cover: W – why use a discounted gift trust H – how to use […]
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