Investments & Savings
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How to help a client who has been mis-sold a pension
By Paul Higgins, Pension Justice When carrying out a pension review for a new client, you may encounter a possible act of…
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Government confirms ‘Stronger Nudge’ plans to boost retirement guidance take-up
The Department for Work and Pensions (DWP) has confirmed plans which will see savers nudged towards official guidance from Pension Wise (Government…
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Amazon halts UK Visa credit card ban – was this a strategic power move?
Amazon u-turns as it announces this morning that the Visa credit card ban will not come into play this week. This comes…
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Why wealth therapy is necessary for wealthy people
By Amanda Falkson, Director at Psychotherapy City Money. In an era where you can shake a stick at any number of divisive…
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Mazars’ Chief Economist: what happens when Pavlov’s dogs realise there’s no food?
George Lagarias(pictured), chief economist at Mazars, comments on the week ahead and market volatility: Outlook for the week ahead Removing accommodation…
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Invesco’s Paul Jackson – The Aristotle List: 10 improbable but possible outcomes for 2022
By Invesco’s Global Head of Asset Allocation Paul Jackson It is time to forget central scenarios and think about improbable but possible…
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How higher rate taxpayers can avoid pension pitfalls by filing a tax return
Many people believe only the self-employed have to fill in a self-assessment tax return, but this is not the case. If you…
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Consolidation and technology will drive SIPP market expansion
Around one in three advisers say SIPP consolidation is increasing Advisers believe pension consolidation and technology investment by providers will drive continuing…
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Ninety One appoints Juliana Hansveden
Hansveden to develop emerging markets sustainable equity capability Ninety One has today announced the appointment of Juliana Hansveden (pictured), CFA, as Portfolio…
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Personal Finance Society reveals plans for 2022
A key focus for the Personal Finance Society (PFS) for 2022 is building a strong, sustainable and profitable profession to ensure financial…
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