What was your first job in financial services? I worked for a small consultancy business in Macclesfield, mainly focusing on compliance. It wasn’t always fun but I learned a lot about what good looks like. Describe your current role. I am managing director of threesixty. I spend most of my time talking to advisers, figuring […]
The new dawn of pension freedoms finally emerged from the shadows earlier this month, bringing with it the ability for people aged 55 and over to cash in their pension savings. However, new products have not yet appeared, meaning the options available are largely the same as before – other than the additional ability to […]
Providing factual information is one way to help advisers through the due diligence maze when selecting a discretionary investment manager. But Diminimis goes further than that. The firm helps advisers articulate what they need from a DIM to fit their clients and their businesses. It researches the market of more than 220 DIMs, produces a […]
Cost of battle with shareholder revealed at AGM.
Since Mike Riddell and team at Allianz Global Investors took over management of the Allianz Gilt Yield Fund in November 2015, the Fund now sits as the top performing FTSE All-Stocks gilt fund in the sector (data source: Morningstar). The team has successfully demonstrated their leading knowledge of gilt markets and the repeatability of their […]
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- How much are advisers charging for pension transfers?
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- Nick Bamford: Re-platforming problems exposing the dinosaurs
- IFS director: Inheritance increasingly determines wealth in UK
News and expert analysis straight to your inboxSign up