Sue Whitbread
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That was then, this is now: A reflective look at retirement planning from Damian Davies, The Timebank
Damian Davies of the Timebank takes a reflective look at how planning for retirement has changed over the years, and how the…
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How certain are my clients’ state benefits? Henry Tapper looks at the details
The State Pension is a key building block for financial planners undertaking retirement planning strategies with clients. Henry Tapper, strategy director at…
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A new era for retirement planning strategies – using VCTs to help clients achieve long term goals
Changes to pension legislation have meant that advisers and paraplanners are looking at different ways to help clients make the most of…
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Weekend press review: Spring statement tomorrow? Really?
The Financial Times has an embarrassment of riches for its readers this weekend. The weekend edition carries two features on the investor…
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Stepping up – Sue Whitbread talks to Ian Ackerley, CEO of NS&I about his first year in the job and how NS&I are supporting advisers
Ian Ackerley is a man with a mission. A year ago he became the new Chief Executive at NS&I and has been…
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Insurance implications of the Senior Managers and Certification Regime extension – Matt Hughes summarises the details
As the FCA looks to extend the SMCR, Matt Hughes, partner at JLT Specialty, examines what it might mean for firms and…
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Trumped Up, Trumped Down? IFA Magazine analyses the state of the US economy
Michael Wilson hears a wailing and a gnashing of teeth. Is it all just in his own head? Can you hear that…
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Weekend press review: Should you still invest in Emerging Markets?
The Financial Times addresses itself to the lessons that can be drawn from the February “flash-crash” (as John Redwood, chief global strategist…
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Mixed outlook for commodities in 2018
Advisers looking for value in the commodities sector may wish to consider exposure to industrial metals within clients’ portfolios argues ETF Securities…
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ETP investments top $5 trillion
Forget about all that equity market uncertainty, the exchange traded funds market seems to be saying. The global value of exchange traded…
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