Long read
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Conservatives’ ‘Triple Lock Plus’ plan freezes out the younger generations says Quilter’s Anderson
Following the announcement today about the Conservative party’s ‘Triple Lock Plus’ policy announcement, Kirsty Anderson, retirement specialist at Quilter, has shared her…
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44% of funds impacted by ESMA, full research and methodology
Clarity AI research finds that 44% of the funds using environmental and impact terms may need to change their name or divest…
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Pensions tax problem offers opportunity for advisers
By Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) HM Revenue & Customs has a pension problem. Every quarter new figures are published…
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SJP’s Mehta analyses the economic impact of the General Election, and what this means for investors
Hetal Mehta, head of economic research at St. James’s Place comments on the economic impact of the upcoming General Election, and what…
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Political parties need to give ‘absolute clarity’ on Triple Lock and Social Care plans, as July election delays key pensions initiatives
Kate Smith, Head of Pensions at Aegon, calls on Rishi Sunak and Sir Keir Starmer to give ‘absolute clarity’ on pensions policy…
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What might a change in government after the general election mean for the wealth management industry?
Dominic House, lead consultant at Simplify Consulting, has been reflecting on what we can expect as pre-election campaigning gets underway, as well…
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Charges for Professional Representatives Detailed for the First Time in New Ombudsman Service Consultation
The Financial Ombudsman Service has today set out its proposed changes to its fee structure, following the introduction of legislation in Parliament. …
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How will markets react to Rishi’s gamble
Written by Gaël Fichan, head of fixed income at Syz Group The recent announcement of a snap election in the UK on July 4th has sparked discussions about…
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UK general election set for 4th July; but what does it all mean for advisers?
As he stood in the rain yesterday afternoon, Prime Minister Sunak surprised many by announcing he was ‘going early’, declaring that the…
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A best-practice guide for client vulnerability
Identifying and supporting vulnerable clients is easier said than done. Identification can often be a reactive process; highly subjective and inconsistently deployed,…
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