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Tom Kean: Confused regulation is holding back advisers

I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]

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The Technical Quiz

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.

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Malcolm McLean: Is there a future for the state pension?

Pensions have not featured massively in this year’s election debates, although on other occasions, for older people at least, this has usually been an issue that has materially influenced voting intentions. This is especially so when it comes to the level and sustainability of the state pension. This year’s election has seen politicians of all […]

Mel Kenny
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Mel Kenny: Why reading the trade press is not a waste of time

Let me tell you about a colleague. We’ll call him Nigel. I wonder how many other financial advisers exhibit similar characteristics to him when it comes to the circulation of the trade press. I can tell it is either a Monday or Thursday as the reverberating sound of free trade press publications still in their […]

UK housebuilders remain a value trap – despite post-Brexit falls

Despite the sharp drop in housebuilders following the Brexit result, valuations in the highly illiquid market are still at elevated levels. And whilst some investors may take comfort from superficially low price/earnings multiples, are earnings sustainable over the long term, asks Holly Cassell, Assistant Manager of the Neptune UK Mid Cap Fund. Click here to […]

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