Rebecca Tomes
-
Advising clients on their pension: what the triple lock means for retirement planning
By Finn Houlihan, Director at Arlo Group and Founder of ATC Tax On November 17th, Chancellor Jeremy Hunt announced that the government…
-
Rising investor opportunities on the path to net zero
COP27 should accelerate investments in asset classes that can help the climate transition, says multi-asset investor Aliki Rouffiac. The annual climate summit…
-
John Moret AKA Mr SIPP warns SIPP providers of impact of Consumer Duty
Speaking at the AMPs seminar and AGM, SIPP industry veteran John Moret, principal of MoretoSIPPs and chair of Investor in Customers, yesterday…
-
During the cost-of-living crisis, supermarkets are trying to balance prices, profits and pay
Kate McGrath, ESG investment manager, abrdn The majority of FTSE100 companies are now accredited payers of the real living wage, but, as…
-
New investment mandate to help private wealth tackle deforestation
Launch of new guidance for family offices and foundations to help them lead the way to deforestation-free portfolios New guidance released today…
-
Consumer Duty: How advisers can keep off the naughty list – Tenet comments
Marjolaine Quirke, client delivery director at Tenet Compliance Services, says a second pair of eyes and independent oversight will be top of…
-
Thrive Money launches 30-day financial wellbeing
programmeThrive Money, an online financial education platform founded by B Corp certified financial planning company First Wealth and lifestyle and content creator…
-
FCA and TPR issue update to joint regulatory strategy
The Financial Conduct Authority and The Pensions Regulator have issued an update to their joint regulatory strategy. The document provides a high-level…
-
M&G invests in UK-based innovator e-therapeutics
M&G Investments has provided a further £13.5 million of funding and an increased shareholding in e-therapeutics, a UK-based innovator in computer technology…
-
Manager versus Machine: Just 27% of active funds have beaten a passive alternative this year
AJ Bell’s newly published Manager versus Machine report for 2022 shows that just 27% of active equity funds outperformed a passive alternative…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
