The challenges facing advisers – then and now

A panel of advisers today reflected on the challenges facing their profession and how these have changed from before the introduction of the Retail Distribution Review. In a live debate chaired by Money Marketing today, four advisers debated the role of technology in the advice process, the different fee systems, the advice gap and financial […]


Are criticisms of ETFs justified?

Passive funds have come under attack as having the potential to cause the next market crash due to their structure and the way they are managed. Baillie Gifford partner and fund manager Charles Plowden has recently condemned  ETFs as “dumb money” and compared them with the complex packaged trading instruments – such as collateralised debt obligations […]


SJP stops accepting DB transfers from British Steel members

St James’s Place has confirmed it will no long accept new defined benefit pension transfer requests from British Steel members. At a work and pensions select committee hearing this morning, it was estimated that of the 38,000 British Steel members, 12,200 have applied for a transfer value and more than 2,000 transfers have been made […]


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