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  • Adviser firms risk neglecting under 45s and intergenerational wealth

    2 August 2018

    Adviser firms are at risk of neglecting the under 45s and with it the chance to win inherited pots, a new report by Sanlam has warned.  Sanlam’s Generation Game report found that two thirds (66%) of advisers are not taking any steps to proactively engage with under-45s and a further quarter (23%) of advisers...

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  • Adviser firms favouring fixed income and multi-asset investments

    2 August 2018

    Advisers are increasingly opting for the safety of fixed income and multi asset investments, following a volatile year-to-date for equities, according to Seven Investment Management. The firm, which published its Q2 2018 platform rankings for the highest selling funds, closed ended investment companies and Exchange Traded Funds, said the prominence of fixed income and...

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  • Where to find the next generation of ‘dividend heroes’?

    1 August 2018

    People who invested in “dividend hero” companies 10 years will be reaping the rewards, with one stock rising as much as 48%, according to analysis by AJ Bell. Russ Mould, investment director, AJ Bell, said: “We often take dividend yield as a snapshot, looking at investors buying the stock at today’s price. However, investing...

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  • The importance of trust in the client relationship

    31 July 2018

    Building trust with clients is essential to providing the credibility that underpins long term relationships. Rathbones’ head of sales support James Goward notes that it’s increasingly hard to know what your clients can trust in an age of fake news, especially when it comes to online content. Where can they turn for good advice,...

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  • Calls for reform of tax relief on pensions, the LISA and triple lock

    30 July 2018

    A ‘fundamental reform’ of pensions tax relief is needed with widespread acknowledgment that the current system is not an effective or well-targeted way of incentivising people to save into pensions, a new report by the Treasury Committee has found. In the Household finances: income, saving and debt report, the Committee said the government should give...

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  • Equity income investing: looking beyond the headline numbers

    29 July 2018

    Darius McDermott, managing director, FundCalibre takes a look at this ever popular sector – both when investing at home and globally. It’s natural for investors to have a home bias, especially UK investors looking for income. The UK has one the best cultures in terms of returning money to shareholders. And with the average...

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  • Technical case study: Mixed use property in SIPP and SSAS

    29 July 2018

    Matthew Storey, business development manager, XPS Pensions Group SIPP & SSAS takes a case study of a client wanting to invest in mixed use property in their pension, and explains what the issues and solution would be. Investing in property is still a popular choice among clients. We alone have seen the number of...

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  • Survey looks at financial terminology understood by consumers

    26 July 2018

    Financial terminology remains a minefield for many UK adults, with a large number lacking the knowledge and confidence to correctly understand the different meanings, according to research by Reboot Online Digital Marketing Agency.  Of all the financial terms, Reboot Online found ‘savings account’ was the best understood, with 92% of British adults feeling confident...

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