June 2017


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  • Impact Investing Review analyses funds across UK retail market

    26 June 2017

    Worthstone has released what it says is the first ever UK Retail Impact Investing Review for the financial advice market. The review is the result of a collaboration between Worthstone and 3D Investing and contains analysis of the spectrum of impact investment funds registered for sale to UK retail investors alongside a comprehensive view of the...

  • Origo MD Paul Pettitt to exit not-for-profit after 28 years

    26 June 2017

    Origo managing director Paul Pettitt has announced he is to retire, stepping down from his role at the end of February 2018 after 28 years with the company, including 14 years as MD. Working with the Origo Board, Pettitt has driven the strategy that has resulted in Origo successfully transforming itself from its roots...

  • The pension dilemma – personal behavioural bias

    25 June 2017

    Given the choice of  £1.4m now or £40,000 for life, which will clients go for? Has this become the post pensions freedoms pensions dilemma, asks Mike Morrison, head of Platform Technical, AJ Bell. The UK and the US are different in many ways, not least because we are separated by a rather big ocean, but we...

  • Brexit – higher risk of adverse economic scenario

    23 June 2017

    Rathbones’ asset allocation strategist, Ed Smith, reflects on one year since the outcome of the Brexit referendum and assesses the impact of the decision to leave the European Union on the UK economy. A year ago this weekend we learned the UK intended to leave the European Union. We thought it opportune to recount some...

  • Brexit’s potential impact on trade, financial services and foreign direct investment

    23 June 2017

    Rathbones’ asset allocation strategist, Ed Smith, outlines the investment house’s views on trade, financial services and foreign direct investment, the topics commonly focused on in its conversations with investors. Trade We are not concerned about the imposition of tariffs in the event of a hard Brexit. The average weighted tariff that would be payable...


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Dates and Venues Confirmed for the Technical Insight Seminars 2017

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

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