IFS Wealth & Pensions – featured in the media
As respected professionals in their field, Alan and Ricky Chan are regularly invited to talk to the financial press and voice their opinion about various hot topics within the financial services. You can find the most recent ones here:
FT Adviser (4th June 2018) – Aegon pushes for traffic light system for advice triage
FT Adviser (25th May 2018) – Virgin launches long-term fixed rate mortgages
FT Adviser (23rd May 2018) – Regulator expects master trust market to shrink in half
FT Adviser (21st May 2018) – Wells Fargo launches global absolute return fund
FT Adviser (18th May 2018) – Investing app enters Sipp market
FT Adviser (17th May 2018) – Former pensions minister tries to solve pension tax loophole
FT Adviser (16th May 2018) – 7IM enters the SIPP market
FT Adviser (16th May 2018) – Average earner needs a £260k pension pot
FT Adviser (14th May 2018) – Industry body challenges group life misconception
FT Adviser (10th May 2018) – Schroders launches onshore Chinese equity fund
FT Adviser (9th May 2018) – Danger of children’s pensions laid bare
FT Adviser (3rd May 2018) – AJ Bell reports investors’ favourite funds in April
FT Adviser (1st May 2018) – Fears FCA plans could kill professional indemnity market
FT Adviser (26th Apr 2018) – ABI reveals plan to make pension freedoms work
FT Adviser (25th Apr 2018) – Pressure mounts to double pension advice allowance
FT Adviser (20th Apr 2018) – One in 10 spending too much pension cash post freedoms
FT Adviser (18th Apr 2018) – Warning on advisers’ use of pension tax loophole
FT Adviser (13th Apr 2018) – Third of pensioners financially supporting their families
FT Adviser (11th Apr 2018) – Drawdown made up of 32% first time investors
FT Adviser (29th Mar 2018) – Stocks and shares still beats cash despite subdued markets
FT Adviser (23rd Mar 2018) – Default strategies of defined contribution pensions under fire
FT Adviser (21st Mar 2018) – Old Mutual Wealth pays 100% of life claims
FT Adviser (19th Mar 2018) – Pensions still at risk despite government measures
FT Adviser (15th Mar 2018) – AIG calls on insurers to publish stories behind the stats
FT Adviser (8th Mar 2018) – AJ Bell launches four income portfolios
FT Adviser (5th Mar 2018) – Equitable Life to give cash to thousands of policyholders
FT Adviser (22nd Feb 2018) – Complete FS recommits to ‘lowest’ master broker fee
FT Adviser (19th Feb 2018) – Calls for authorisation regime to stop pension scammers
FT Adviser (15th Feb 2018) – Advisers back MPs contingent charging ban
FT Adviser (12th Feb 2018) – AJ Bell ramps up risk with global growth portfolio
FT Adviser (12th Feb 2018) – Selectapension helps advisers say ‘no’ to pension transfers
FT Adviser (12th Feb 2018) – Salvus solves adviser pension access problem
FT Adviser (9th Feb 2018) – British Steel IFA transferred 64 clients in one-off deals
FT Adviser (8th Feb 2018) – One Family enters Lifetime Isa market
FT Adviser (5th Feb 2018) – ‘Cheapest-ever’ passive portfolios launch
FT Adviser (2nd Feb 2018) – Women ‘receive worse investment advice’
FT Adviser (31st Jan 2018) – Taxpayers clawback half a billion pounds from HMRC
FT Adviser (16th Jan 2018) – One in five face month-long wait to transfer investment
FT Adviser (11th Jan 2018) – State pension forecasts misleading on pot size
FT Adviser (9th Jan 2018) – Innovative finance Isa comparison site launches
FT Adviser (3rd Jan 2018) – Standards body looks to fix pension transfer problems
FT Adviser (22nd Dec 2017) – Now: Pensions to reapply for approved list early 2018
FT Adviser (21st Dec 2017) – Adviser creates British Steel pension transfer guide
FT Adviser (1st Dec 2017) – Master trust members face year of limbo
FT Adviser (28th Nov 2017) – Most over-50s underestimate life expectancy
FT Adviser (27th Nov 2017) – Prudential calls for new guidance ‘with recommendation’
FT Adviser (27th Nov 2017) – Baby boomers want pension dashboard as planning tool
FT Adviser (22nd Nov 2017) – Chancellor keeps his hands off pensions
Professional Adviser (17th Nov 2017) – ‘Bring it on’ – advisers react to NatWest’s return to advice
FT Adviser (17th Nov 2017) – Percival reveals FCA plan behind pension transfer changes
FT Adviser (9th Nov 2017) – Phoenix Life drops with profit exit fees
FT Adviser (7th Nov 2017) – How to avoid the FCA’s pension transfer wrath
Professional Adviser (30th Oct 2017) – FCA plans set to make firms think twice before advising outside PII
Professional Adviser (25th Oct 2017) – Talking Heads: What advisers want from the autumn Budget
FT Adviser (20th Oct 2017) – Sipp providers lagging behind on drawdown
FT Adviser (12th Oct 2017) – Scottish Widows deal with Zurich shows pensions commitment
Professional Adviser (9th Oct 2017) – Ethical investing increasingly popular among clients, advisers say
FT Adviser (6th Oct 2017) – Lifetime allowance still confusing advisers
FT Adviser (5th Oct 2017) – Smart Pension to offer tax relief option for low earners
FT Adviser (18th Sept 2017) – Investment platform starts offering Sipp
FT Adviser (15th Sept 2017) – State pension linked to longevity puts retirement age at 74
FT Adviser (6th Sept 2017) – Pension top-ups could be used to claw back child benefits
Professional Adviser (31st Aug 2017) – Adviser anger over HMRC tax letter responsibility
Professional Adviser (30th Aug 2017) – Advisers critical of plans to remove them from FCA register
Professional Adviser (29th Aug 2017) – The most popular ways to attract new clients
Professional Adviser (24th Aug 2017) – IHT to hit more people but simple steps can cut costs, advisers say
FT Adviser (15th Aug 2017) – Clients flag concerns about tax-free cash
Professional Adviser (9th Aug 2017) – Talking heads: Ten years on from the financial crash – what have you learned?
Professional Adviser (2nd Aug 2017) – Advisers unimpressed with FCA guidance proposals
Professional Adviser (25th July 2017) – Advisers disappointed by Unbiased’s closure of Bluebook
Unbiased (19th July 2017) – ‘Defined benefits’ – why you definitely need pension advice
FT Adviser (27th June 2017) – Advocate – ‘Has the election affected client allocations’?
Professional Adviser (23rd June 2017) – Talking Heads: A year on from Brexit – have advisers’ views changed?
Professional Adviser (5th June 2017) – Advisers more concerned about general election than Brexit
Professional Adviser (25th May 2017) – Talking Heads: Are you warming up to P2P?
Professional Adviser (15th May 2017) – Talking Heads: What’s your take on primary financial education?
FT Adviser (18th Apr 2017) – General Election: Advisers shrug off concerns over impact on pension policy
FT Adviser (5th Apr 2017) – Majority of under-40s want a Lifetime Isa
FT Adviser (27th Mar 2017) – Royal London named advisers’ favourite provider
The Week (17th Feb 2017) – Quarter of this year’s new pensioners will retire in debt
FT Adviser (17th Feb 2017) – One in four Brits to retire in debt in 2017
FT Adviser (6th Feb 2017) – Ethical investment demand outstrips adviser interest
Professional Adviser (24th Jan 2017) – FCA warns advisers over DB transfers
FT Adviser (20th Jan 2017) – Millennials likely to misuse Lifetime Isa: report
Professional Adviser (18th Jan 2017) – Insistent DB transfer clients on the rise, adviser warns
FT Adviser (16th Jan 2017) – What mobile phone firms can teach pension providers
Professional Adviser (13th Jan 2017) – ‘Advice Day 2017’ hailed as one of the busiest yet
Professional Adviser (21st Dec 2016) – Talking Heads: What are your New Year resolutions?
FT Adviser (5th Dec 2016) – Prudential seeks buyers for £45bn annuity business
Professional Adviser (21st Nov 2016) – APFA publishes guidance paper on FOS
FT Adviser (2nd Nov 2016) – Advisers should follow a 14-step programme for business growth
FT Adviser (27th Oct 2016) – Regulator: Firms frontline against pension predators
FT Adviser (21st Oct 2016) – FSCS current funding system a ‘grotesque injustice’
FT Adviser (13th Oct 2016) – Task force demands inquiry into pension costs
FT Adviser (4th Oct 2016) – Theresa May targets ‘tax-dodging’ financial advisers
FT Adviser (27th Sept 2016) – Advisers forecast Lisa damp squib for clients
Professional Adviser (21st Sept 2016) – Advisers warn of risks in ‘advice’ definition change
FT Adviser (14th Sept 2016) – Prudential’s Knowledge TV to streamline training
FT Adviser (5th Sept 2016) – Pre-retirees fail to make provisions for partners: Aegon
FT Adviser (22nd Aug 2016) – Make the time to embrace a suitable marketing strategy
FT Adviser (22nd Aug 2016) – Help to Buy Isa flaw makes it useless for deposit
FT Adviser (22nd Aug 2016) – Tisa backs gov’t plans to cap early exit charges
FT Adviser (16th Aug 2016) – Embark chief pledges Rowanmoor capital and tech boost
FT Adviser (12th Aug 2016) – Five pension liberation firms shut down in last year
FT Adviser (11th Aug 2016) – ‘Unsustainable’ Cofunds pricing sure to change, adviser says
FT Adviser (8th Aug 2016) – Sipp boss demands even stricter FCA cap ad rules
Professional Adviser (5th Aug 2016) – Investing in parking spaces: Is it worth the risk?
FT Adviser (4th Aug 2016) – Freedoms save retirees from BoE hit to annuity rates
FT Adviser (3rd Aug 2016) – Diary of an Adviser
City A.M. (3rd Aug 2016) – How to help your kids handle money
Professional Adviser (1st Aug 2016) – Advisers back call to scrap ‘unaffordable’ state pension triple lock
FT Adviser (25th July 2016) – Warning Brexit effect on pensions will be ‘dire’
FT Adviser (22nd July 2016) – Altmann claims DWP and Treasury are split on Lisa
Retirement Planner (12th July 2016) – Pension freedom to fuel long-term advice demand, research finds
Professional Adviser (11th July 2016) – Pension freedom provokes ‘strong demand’ for advice – research
FT Adviser (6th July 2016) – LV scraps pension exit fees
Unbiased (29th June 2016) – Your front line of defence against investment fraud
FT Adviser (28th June 2016) – Pension investments exceed £8bn across Q1
FT Adviser (8th June 2016) – Baillie Gifford in low volatility multi-asset growth fund offering
FT Adviser (20th May 2016) – Is cost eclipsing value?
