Institute of Financial Planning annual conference at the Celtic Manor Hotel in Newport, UK.
Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]
Advice firms saw an increase in pre-tax profits of 5 per cent last year as the market began to stabilise, according to Apfa’s latest state of the market report. The annual report shows that pre-tax profit for all firms with an FCA primary category ‘financial adviser’ was £931m last year, up from £884m in 2013. […]
It is important marketing campaigns are planned to a fine level of detail. Investment of time at outset should improve returns as well as make your marketing more accountable. Campaigns can include any activity from enquiry generation using mail shots or advertising, through to invitations to seminars. This universal checklist will make sure that nothing […]
Advisers waiting for a flood of products to meet the demands of the new pension freedoms have been told to expect “evolution, not revolution”. Pension freedom day finally arrived this week, giving savers greater control over their pensions than ever before. Commentators have predicted there will not be a flurry of new products to serve […]
Hiroki Hashimoto reflects on how market panic can lead to opportunities for buying dips in equities, but explains why it is prudent to take a gradual approach. Read the article here Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed and may go […]
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