Insights, opinions and commentary on the issues that matter to Financial Advisers

Guest Spot: Assessing Suitability – Times are changing for retirement advice

27 July 2020

The six key themes of the FCA’s ‘Assessing Suitability Review II’ on how retirement income advice is being delivered – times are changing for retirement advice.

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The impact of investing the full ISA allowance

10 January 2019

With Christmas now behind us, it’s time to look forward to the next significant date in the calendar – the end of the tax year and in particular, your clients’…

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Brexit activity and the Global Financial Markets

10 January 2019

Since our last edition we have been witness to a great deal of activity on the Brexit front. On 12 December we found out that the number of no confidence…

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Guest Spot: Sustainable World Balanced Model Portfolio

28 November 2018

Positioning on the right side of the move towards a more Sustainable World Sustainable investment is an area that is developing rapidly. In 2017 over £1bn of retail investors’ money…

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Portfolio Performance Review during times of market volatility

20 November 2018

During times of market volatility, advisers may wish to keep up to date with changes in portfolio performance and identify where clients are affected by short term movements. From August…

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The Transfer Value Comparator explained

16 November 2018

‘Savers 10 years away from retirement could lose nearly half of the value of their defined benefit pension if they choose to transfer.’ That was the headline when the Transfer Value…

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Annual Allowance changes in the budget

12 November 2018

Annual Allowance changes in the budget, or lack thereof. The relatively quiet Autumn budget announcement did not include the major overhaul of pension allowances that had been predicted by pundits….

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