I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]
The Financial Services Compensation Scheme has placed a network in default almost two years after the company failed to secure professional indemnity insurance. Money Marketing reported back in June 2013 Kent-based network Virtual Net Europe had alerted members it was unable to secure PI cover. The network posted a £182,532 loss for the previous year. […]
The news Sesame Bankhall is to close its investment adviser network has led some to call into question the network model and imply the directly authorised route is the only option for advisers. I allow myself a wry smile when I read these comments, which are often made by individuals who have enjoyed long careers […]
New pensions minister Ros Altmann has outlined her priorities in her first public statement since entering Government. Altmann says her key focuses will be the state pension, auto-enrolment and safeguarding pension freedoms. She says: “As our population ages, it is more important than ever to help, encourage and empower people to plan and prepare for […]
Les Cameron, Head of Technical, explores defined benefit pension transfers from a technical viewpoint, tackling the topics such as transfer values and transfer drivers.
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