Money Marketing has rounded up the best cartoons from our diary page, The Wells Street Journal, over the last few months. Enjoy.
Every week, Money Marketing‘s diary page, The Wells Street Journal, takes an alternative look at the curious goings-on in the world of financial services. Here’s five of the best cartoons featured from the year so far. 1. “I pop on the roast chicken hat…” AFH Wealth Management adviser John Clapham reveals humour is his secret […]
It’s been a busy year as usual for the Wells Street Journal, Money Marketing’s diary page. Luckily, the good folks of the retail investment sector gave us plenty of fodder to immortalise in our cartoons. Here’s five of the best from 2016: 1. Yellowtail Financial Planning managing director Dennis Hall shared his concerns about the […]
More and more of my conversations with advisers are focused on those clients that have exceeded the lifetime allowance and have either not been eligible for any of the protections available at the time or have invalidated the options before they realised. There is little the adviser can do; a problem compounded thanks to not […]
Tom McPhail sets out the behind the scenes work being carried out to improve transfer processes
By Simon Halifax, senior marketing consultant For a few years now, mortgage advisers have probably been warning their clients that there’s only one direction that the interest rate is going and that’s up (well, I know mine has!). However, the financial landscape changed when the UK voted to leave the European Union last month and […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Adviser trade body Pimfa has called on the government to go forward with the pensions dashboard as rumours swirl that ministers are considering abandoning the idea. Pimfa’s call comes after reports claim work and pensions secretary Esther McVey believes that the pensions dashboard would be a distraction to rolling out universal credit and so should […]
The Money Advice Service will soon be superseded by a new public financial guidance body, rolling it into Pension Wise and The Pensions Advisory Service. Money Marketing looks at some of the key stats for the organisation ahead of the transition.
The year so far has been full of manager and senior staff moves. Earlier this month, eight senior staff at Standard Life Aberdeen left to go to Aviva Investors, to join former Standard Life Investments equities head David Cumming. With moves like this in mind, is a management team or sole manager the better choice? […]