IFA firm Informed Choice is planning to recruit seven additional financial planners in the next 18 months. As part of its strategic growth plans, the Surrey-based business intends to recruit two more financial planners before the end of this year and a further five in 2010.
Investment is the core of financial planning, so I believe the new exams for advisers should give it greater emphasis. Taking out a mortgage is largely an investment decision, so is buying term insurance. But I fear that, like regulators, whose favourite tool is the rear-view mirror, examining bodies will place too much emphasis on the theory of investment rather than the practice.
Well we’ve had scorching weather (yes even up here in Scotland!) and now the Euros 2016 are on – you can’t blame people for wishing life was just one big holiday. With all these distractions it sometimes feels like work just gets in the way of having a good time! But sunny day skivers are […]
Work and pensions select committee member and Labour MP Ruth George has called for the parliamentary pension scheme to divest from fossil fuels. The MP for High Peak put her name to the Divest Parliament pledge which is a cross-party campaign to clean up the investments in politicians’ pension schemes. MPs are automatically enrolled in […]
It was announced in last year’s Autumn Budget that, from April 2019, tax will be charged on gains made by non-UK residents on the disposal of all types of UK immovable property. At the time of the announcement, HM Revenue & Customs also produced a technical note setting out the scope of the new charge […]
O&M Pension Solutions has changed its systems ahead of an October deadline to help advisers meet new regulations around transfer value analysis reports. From 1 October, the FCA’s new rules mean transfer value analysis reports will be replaced by a combination of a “transfer value comparator” and an “appropriate pension transfer analysis” The transfer value comparator is […]