Back in the summer of 2019, the lang cat published a paper called A Disconnected World. This examined integration – or the lack of it – in the world of advisers and financial planners, and its impact. Fragmented World, the follow up to that paper, has discovered the...
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FSCS publishes its 2021/22 Annual Report and Class Statements
The Financial Services Compensation Scheme (FSCS) helped more than 108,000 customers across the UK to get their lives and businesses back on track during 2021/22. FSCS either paid customers compensation or enabled them to transfer to a new financial provider for their...
5 tips to approach the responsible investment conversation with clients according to Quilter
Data from Quilter’s new client profiler tool, launched in March 2022, reveals that just 12% of clients are ‘ESG Dedicated’, meaning they want ESG factors to be a major influence on how their portfolio is managed. Meanwhile there has been an even split between those...
$7 Trillion investor coalition calls for action and disclosure on mental health
A coalition of 29 asset owners, institutional investors and stewardship service providers representing $7 trillion in assets, has written to the CEOs of 100 of the UK’s largest listed companies, urging them to take immediate and concerted steps to develop and...
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Five ways IFAs can look after their mental health and spot vulnerable clients
Tim Farmer, Co-founder and Clinical Director at Comentis, has highlighted practical ways in which advisers can not only protect their own...
SJP: Financially vulnerable clients to be supported with tools from Comentis and MorganAsh
St. James’s Place (SJP) has today announced new tools, from Comentis and MorganAsh, are available to its partners to help them identify...
Automatic enrolment sends the numbers saving for retirement booming…but millions sleepwalking towards retirement disaster
Automatic enrolment has driven a surge in the number of people saving for retirement, new official data confirms (Employee workplace...
ONS employee workplace pensions report: “not enough to defuse pensions time bomb” say advisers
Following the ONS report on employee workplace pensions published this morning, experts from EQ Financial Planning and The Orchard...
EQ Investors launches Climate Action portfolio range
EQ Investors (EQ), the B Corp wealth manager, has announced the launch of the EQ Climate Action portfolios. The new range will provide...
HAATCH Celebrating Entrepreneurs – Episode 8
In this eighth episode of ‘Celebrating Entrepreneurs’, Lawrence Gosling Editorial Director of Bonhill plc and Celebrating Entrepreneurs...
PFS offers ways to overcome work-related stress
The Personal Finance Society is offering financial planners help to address their stress after six out of 10 identified heavy workloads as...
Windfall, capital preservation and generational gain: considerations to make when selling a business
By Mark Roughley, Regatta Financial Solutions Regardless of how young or established a business is, the extent of someone’s involvement,...
FCA finalises proposals to boost disclosure of diversity on listed company boards and executive committees
The FCA has revealed today that it has finalised rules requiring listed companies to report information and disclose against targets on...
PIMCO: Russia Ukraine Ramifications – Not All Trade Is Created Equal
By Geraldine Sundstrom, Asset Allocation Portfolio Manager, and Tania Bachmann, Equity Research Analyst at PIMCO Whenever motorists pump...
FE fundinfo announces 2022 Alpha Manager Awards nominees
Sixty of the best active fund managers will go head-to-head in May to compete for a prestigious Alpha Manager Award. The Alpha Manager...
Self-employed people risk financial hardship as over half rely on personal savings when out of the office, Scottish Widows research reveals
Over half (57%) of self-employed workers in the UK rely on personal savings when they are not working, yet a massive 81 per cent aren’t...
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