January 2017
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  • Pensions change I’d like to see in 2017 (the ramblings of a madman?)

    19 January 2017

    It’s time to look for something that works, says Mike Morrison, head of platform technical, AJ Bell Whether you view it as salutary or troublesome, I’m in no doubt that 2017 will be another year of change for pension policy. There’s a long list of on-going actions in the world of pensions so let’s...

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  • New guide launched: ‘How I learned to stop worrying and love SIPP due diligence’

    18 January 2017

    New guide produced by the lang cat for @SIPP looks to cut to the heart of best practice in SIPP due diligence Specialist self-invested pension provider @sipp commissioned the lang cat to produce a guide to due diligence for the specialist SIPP market. ‘How I learned to stop worrying and love SIPP due diligence’ examines best...

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  • Pensions transfers volumes will continue to grow

    18 January 2017

    Origo managing director Paul Pettitt comments on the growth in pensions transfers volumes seen through the Fintech company’s Options Transfers service In 2016, Origo transferred £25bn in pensions money via its Options Transfers service*, bringing the total to over £100bn since the service was launched in 2008. The dramatic rise in volumes – £17bn...

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  • Is economic and investment growth moving into 2017 too far too fast?

    17 January 2017

    Economic growth is strong and equity markets are reaching record highs but that’s not the whole story, says Anthony Rayner, manager of Miton’s multi-asset fund range. More than usual, it feels like there are more questions than answers for markets. No doubt part of this is down to the dubious temptation to reset at...

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  • Batten down the hatches for hard Brexit

    17 January 2017

    Pension savers, investors and expats need to shore-up financial planning strategies and portfolios ahead of Brexit negotiations. That’s the view of Nigel Green, founder and CEO of deVere Group, as the British government opts for a so-called ‘hard Brexit’. Green says: “Comments from the Prime Minister, Theresa May, suggest that the UK is heading...

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Latest Development

New Series – Planning Matters: A family of case studies

Let’s face it, many aspects of financial planning involve...

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Latest Jobs

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Latest Events

2017 Professional Paraplanner Technical Insight Schedule Announced

We are delighted to announce that in 2017 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even...

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