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Lib Dems promise flat-rate pension tax relief review

The Liberal Democrats have promised to embark on a review of plans to introduce a single rate of pensions tax relief. The policy, unveiled today in the Lib Dem manifesto, commits the party to an investigation of plans long demanded by pensions minister Steve Webb. The manifesto says: “We will establish a review to consider […]

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Sam Rees-Adams: Mastering the art of communication

Financial planning, like any other people business, relies on communication and the power of the exact words you use should never be underestimated. The planning process affords many different opportunities to communicate with clients, both verbally and in writing. Some forms of communication you have complete control over (website, client brochures) while others have information […]

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Openwork launches chartered status study programme

Openwork is launching a study programme for advisers looking to attain chartered status. The Route to Chartered Status programme is open to principals, advisers and paraplanners. It will initially deliver face-to-face support at Openwork’s headquarters in Swindon, and subject to demand will offer face-to-face courses at a number of additional locations. Each advanced study module […]

Investment

European value’s revival in 10 charts

By Rob Burnett, head of European Equities, Neptune Value strategies have historically outperformed their growth counterparts, yet have suffered amid adverse market conditions in recent years. While value’s outperformance has returned, few funds are positioned for it. What’s behind value’s recent resurgence and will it last? View charts here Important information Investment risks Neptune funds […]

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