Putting the client first is a mantra for many advisers who take pride in providing quality service and value for money. For IFA firm Goldsmith Financial Solutions founder Hannah Goldsmith, this has meant refusing to play ball with investment groups that would charge her clients more in fees than the returns they would receive. “How much does it […]
We recently obtained figures from HM Revenue & Customs that show the government’s tax take from the lifetime allowance in 2016/17 was more than 1000 per cent greater than it was in 2006/07. The lifetime allowance affecting more people is not really a surprise. But the scale of the increase, along with the knowledge that many […]
Chief executive at Royal London-owned platform Ascentric Jon Taylor has stepped down after more than three years in the role. Taylor is replaced by Rob Regan who is Royal London group operations director. According to the provider, Regan has been working on Ascentric for the past 12 months and also sits as a director on […]
As the US continues to confound growth expectations and the eurozone’s ‘will they, won’t they’ saga has finally concluded, what are the implications for global markets? James Dowey, Neptune’s chief economist, puts forward his outlook for 2015 and the key considerations for investors.
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Who were the winners at the Money Marketing Awards?
- Equitable Life sale to bring windfall for policyholders
News and expert analysis straight to your inboxSign up