Origen’s Michelle Cracknell is joining Skandia as its new strategy director.She will head a dedicated strategy team covering all Skandia’s businesses, with her brief to ensure that the company is well positioned to benefit from regulatory and market-driven developments.Skandia says her function is key to enabling it to continue building its UK and offshore business. […]
Skandia says investment bonds still have a place despite the capital gains tax changes made in the pre-Budget report.Head of tax and financial planning Colin Jelley says a simpler CGT regime is a great opportunity for long-term investors. Some people will be better off investing in unit trusts or Oeics if the changes are enacted […]
Those of you who have read any of the political manifestos over the previous weeks may have noticed one glaring omission from all the publications: the subject of welfare reform and the role that income protection could (and probably should) play in this process.
The heralding of a new year is often positioned as an opportunity to make commitments for the next 12 months. People have the best of intentions as they declare they will exercise more, have a better diet or be kinder. Inevitably, as tumultuous events begin to unfold, however, these promises often fall by the wayside. […]
Beaufort Financial’s Nottingham director Gurmit Nahal on why she outsources investment management and how it enables her to focus on holistic financial planning and strategic oversight of portfolios Do you take care of your investment management in-house, outsource it to a third party or combine both approaches? Why do you do it that way?We outsource […]
Ahead of her appearance at Money Marketing’s flagship conference, Money Marketing Interactive this April, CISI award winner Rebecca Aldridge looks at making numbers more exciting and getting advisers and fund managers on the same page What one word or phrase do you think sums up the state of the financial planning profession today? Over-doing disclosure. Well-intentioned […]