News
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Sanlam: Financial confidence falters amid Covid-19 pandemic
Sanlam survey finds confidence rises with levels of investable wealth. One in five respondents are less confident now than they were last…
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Pandemic has delayed important tax planning decisions according to advisers
Survey results released following research conducted by Vouchedfor on behalf of Octopus Investments People have delayed making financial decisions, including important tax…
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Pensions: the tax trap whose bite is worse than its bark
Pension rules are increasingly complex, with the cost of getting it wrong often punishing. JM Finn’s Atticus Kidd explains the rules around…
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How can financial advisers improve their customer experience across the generations?
While the adviser ‘experience’ has a critical role to play in the retention of your clients, it’s clear from new and enlightening…
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Fidelius Group acquires Robson Taylor IFA
Fidelius Group, the independent chartered financial planning firm, announces the acquisition of Bath-based financial advisers, Robson Taylor IFA. The acquisition of…
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AJ Bell highlights the best performing funds and investment trusts in Q1 2021
UK funds enjoy a quarter at the top of the performance table ‘Safe’ bonds drop sharply Energy funds, resource funds and…
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Investment Pathway 1 is runaway most popular choice for drawdown customers according to ii
One of the FCA’s four ‘Investment Pathways’ options to help drawdown customers invest their pension is emerging as a clear winner, according…
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Advisers recognise clients’ expectations of technology
Ross Laurie, CEO, Visible Capital, heralds a warning to adviser businesses to take a leap forward in automating their processes in…
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Aviva Investors delivers on active ESG engagement commitment
Aviva Investors voted on 72,025 resolutions at 6,457 shareholder meetings – voting against 24% of management proposals, including 43% of pay-specific resolutions…
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Tax Barrister, Michael Paulin, assesses the impact of IR35 on IFAs
‘Nightmare IR35 legislation’ – how can IFAs protect themselves? The inception of IR35, which more commonly is known as ‘off-payroll’ rules, can…
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