Rebecca Tomes
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The Openwork Partnership evolves with Strategic Partner Firms
The Openwork Partnership is evolving its growth strategy through new long-term strategic partnership agreements with major firms in its network. Unique Financial…
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NS&I increases interest rate on Income Bonds
NS&I has today increased the interest rate on its Income Bonds by 14 basis points, from 0.01% gross/AER to 0.15% gross/AER. …
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Hybrid advice journey needs to start with trust and engagement
Hybrid advice will fast become the business model in the wealth management market, built on trust and incremental engagement, both for clients…
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Aegon – new social care charging reform
Aegon welcomes further details of social care deal as Government proposes £200 per week for ‘room and board’ alongside £86,000 care cap…
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The Openwork Partnership builds leadership team for growth
The Openwork Partnership has appointed Stuart Dodson to the new role of Managing Director as it continues to evolve its senior leadership…
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Inefficient Portfolio Hypothesis: you don’t always get what you pay for, suggests Nick Blake
By Nick Blake, Managing Director, Wealth, at Redington UK retail flows into low-cost index funds hit record net sales in 2019 at…
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Aegon AM: Taxation one of the biggest risks for investors – but it is flying under the radar
Taxation should now be at the forefront of investors’ minds as a risk that could curtail returns in the coming years as…
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CPI hits 4.2%: we’ve collected experts’ views on what the implications might be
This morning’s announcement from the Office of National Statistics (ONS) showed that inflation is gathering pace at a faster rate than experts…
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The FCA needs to act now to prevent major financial scandals
By Ben Rees, Technical Director of the Investment Fraud & Mis-selling group at Keller Lenkner UK The Financial Conduct Authority (FCA) has…
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CII offers guidance on safely using social media
The Chartered Insurance Institute has warned members whose social media accounts are linked to their professional organisation to ensure their posts are…
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