Sue Whitbread
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Dynamic Planner creates sustainability discussion guide for advisers
-Designed to assist advisers in meeting future regulatory requirements and help clients fully understand sustainability preferences -Foreword by Dr Ben Caldecott,…
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Fidelity Intl commits to halve emissions from investment portfolio by 2030
Climate Investing Policy sets out Fidelity International’s approach to align its long-term active asset management strategy with a net zero future Proprietary…
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Congratulations to the winners of the Protection Guru awards 2021
Protection is one of the cornerstones of the Financial Planning process. However it can sometimes be overlooked in terms of recognition. That’s…
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PIMCO: Secular Outlook Takeaways – Age of Transformation
Investors and policymakers will likely face a radically different macro environment over the next five years as the New Normal decade of…
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AIC: LTAF concerns remain
– AIC warns questions persist about investor protection – Concern that review of retail distribution will be undertaken before LTAF tested in difficult…
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Square Mile: Q3 market review
The Portfolio Management Team at Square Mile has released its market review for Q3 2021 The macro view: Inflation is likely to…
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$100BN climate finance delivery plan released : E3G reacts
Developed countries have just released a Delivery Plan on mobilising $100bn annually in climate finance for developing countries, to build assurances before COP26 begins in Glasgow. The Plan shows recent pledges will bridge the gap of approximately $20bn, projecting the $100bn would…
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Fidelity International finds cost of living tops consumer concerns ahead of Autumn Budget
Three-fifths (60%) of adults expect to be worried about their finances after the Autumn Budget is announced Three-quarters (75%) of those with…
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Sunak’s LTAFs promise to be a damp squib for British business says AJ Bell’s Khalaf
FCA has outlined its new regime for investment in illiquid assets (Long Term Asset Funds) LTAFs will be able to invest overseas…
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Wealth Wizards blazes into BusinessClouds’ FinTech 50 ranking
Wealth Wizards has been voted into BusinessCloud’s inaugural FinTech 50 annual ranking. The new ranking celebrates the UK’s most innovative start-ups, scale-ups…
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