Citywire NMA – True Survivors: Ethical Portfolios for Pragmatists
Citywire NMA (04/02/2020) - As concern for the health of the planet continues to grow, more and more people are keen to invest their money in a way that will have a lasting social or [...]
The Telegraph – How to invest your children’s inheritance
The Telegraph (15/01/2020) - Inheritance is a lovely way of passing on a substantial gift to loved ones, but for those receiving a lump sum it could be the first time they have control of [...]
FT Adviser Podcast – Ethical investing could become default for advisers
FT Adviser Podcast (11/10/2019) - Such is the investment case for ethical investing that it could soon become the default for both fund managers and advisers, according to Alan Chan. The chartered financial planner at [...]
Professional Adviser – FCA asks advice firms to remove unused pension transfer permissions
Professional Adviser (04/09/2019) - The Financial Conduct Authority (FCA) has written to advice firms asking them to consider removing their pension transfer permissions if they have not used them, Professional Adviser can reveal. PA is aware [...]
FT Adviser – Gender pensions gap impacted by self-employment
FT Adviser (03/09/2019) - The influx of women entering self-employment is making it difficult to close the gender pensions gap, according to Sarah Coles. The personal finance analyst at Hargreaves Lansdown said although more women were entering [...]
FT Adviser – Warning ombudsman services open to manipulation
FT Adviser (27/08/2019) - Consumers could manipulate the outcome and awards they receive from the ombudsman by choosing to bring their claim to the right one, an expert has warned. Currently there are two ombudsman [...]
FT Adviser – Provider caves to client pressure on pension transparency
FT Adviser (22/08/2019) - Scottish Widows has backtracked on removing a function that allows clients to see what underlying funds their pension scheme is invested in. The provider had removed the function in an update to [...]
FT Adviser – Adviser calls out ‘ridiculous’ Fos decision
FT Adviser (21/08/2019) - An adviser has criticised a recent Financial Ombudsman Service (Fos) decision that resulted in Scottish Widows paying its client's overseas transfer charge, claiming it paves the way for more claims. In [...]
FT Adviser – Which warns of ‘huge’ advice fee disparity
FT Adviser (19/08/2019) - Which has urged the public to shop around for financial advice after its research found fees for the same client could vary by as much as 900 per cent. In a [...]
FT Adviser – Advisers face burden under new Sipp rules
FT Adviser (16/08/2019) - Proposals from the Financial Conduct Authority (FCA) will put extra burden on advisers as they will have to explain in detail why they have advised their client to transfer their defined [...]
FT Adviser – Regulator warns of widespread pension calculation errors
FT Adviser (16/08/2019) - About 120 schemes administered by Prudential have been informed that their members could be receiving wrong pension payments, after incorrect calculations were identified in connection with a thirty year old legal [...]
FT Adviser – Risk composition of multi-asset is confusing
FT Adviser (15/08/2019) - The industry is finding multi-asset funds difficult to compare despite efforts by the Investment Association to classify different multi-asset funds, warned market participants. The IA has over 30 sectors intended to [...]
FT Adviser – Experts blame new rules for pension transfer decline
FT Adviser (15/08/2019) - Defined benefit transfers have seen the lowest take up rate in almost two years, which experts believe is linked to the introduction of the FCA's transfer value tool. Figures from LCP [...]
FT Adviser – Advisers think multi-asset funds are good for novice investors
FT Adviser (14/08/2019) - Most advisers think using multi-asset funds is useful for creating diversified portfolios for novice investors, according to the latest FTAdviser Talking Point Poll. The poll asked advisers the following question: “How [...]
FT Adviser – Aegon to add portfolio feature to platform
FT Adviser (08/08/2019) - Aegon is developing a function on its platform to allow financial advisers to put clients into different model portfolios within the same tax wrapper, allowing for a 'bucket' approach to retirement [...]
Adviser Points of View – Inheritance and tax ‘top’ the table of worries for investors says Royal London
Adviser Points of View (06/08/2019) - Financial advisers have reported a significant increase in the number of questions about the impact of a potential change in government from worried investors since the start of 2019, [...]