October 2018
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  • Cashflow modelling – why we think it’s key

    11 October 2018

    The retirement income world has changed, throwing financial planning a few curved balls, says Jamie Evans, business development manager, Seven Investment Management Three years ago, planning for your client’s retirement got a lot more interesting, but also more difficult. Pension freedoms meant that annuities no longer needed to be the only choice for most...

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  • Independent directors delivering value for investment companies

    11 October 2018

    The Association of Investment Companies said investment companies with an independent board of directors are leading the way on governance which sets it apart from the open-ended industry.  At a roundtable hosted by the AIC, a number of directors highlighted the role of investment company directors and gave examples of how their boards have...

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  • Does S&P 500 fall portend end to the bull run?

    11 October 2018

    Rory McPherson, head of Investment Strategy, Psigma Investment Management, looks at this week’s events on the US stock markets and whether this is the first sign of an end to the longest ever bull run. Events this week on US stockmarkets have raised further questions over whether the bull market rally, the longest ever, will...

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  • FCA Policy Statement PS18/20 – what you need to know

    10 October 2018

    ATEB Consulting’s Steve Bailey looks at the key points in the FCA’s ‘Improving the quality of pension transfer advice’ paper Hard on the heels of the rule changes that took effect from 1 October 2018, comes the final (for now) piece of the jigsaw of rules and pronouncements that the FCA has been working...

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  • Ratings for workplace and auto enrolment pensions published

    10 October 2018

    F&TRC has published its annual product and operational ratings for workplace pensions and auto-enrolment providers, designed to help adviser firms in their decision-making process. The financial research consultancy has awarded each provider with a gold, silver or bronze medal for their overall proposition as well as nine sub-categories. Those who scored gold across both...

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  • Time for the next recession?

    9 October 2018

    As the business cycle expansion continues, increasingly this question is being raised. Anthony Rayner, manager of Miton’s multi-asset fund range, takes a view This is the second longest US business cycle expansion according to the National Bureau of Economic Research, whose data go back to the 1850s. If there is no contraction before July...

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  • Balancing retirement income and wealth legacy options

    9 October 2018

    Peter Hopkins, technical director at AJ Bell, looks at the practical issues with which retirees now have to contend and the options they have when it comes to balancing the taking of income and leaving wealth to their beneficiaries. Since 2015, the temptation for some people to plunder their pension savings has become greater, especially when over 55...

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  • Pensions Dashboard will enable Open Pensions, says Origo

    9 October 2018

    The proposed Pensions Dashboard architecture will enable the financial services industry to deliver Open Pensions for the UK consumer, says Origo. The Fintech has published a paper, Pensions Dashboard to Open Pension’, in which it lays out how the proposals for a Pensions Dashboard architecture will introduce “the firm foundations required for the development of an...

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