July/Aug 2019
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  • Investing in Women Code launched

    18 July 2019

    The Investing in Women Code, a new government-backed initiative to propel female-led business has been launched. Major banks and venture capital firms have signalled their support, including Royal Bank of Scotland, Barclays, Lloyds Banking Group, Santander, TSB, Metro Bank, the Co-operative Bank and Bank of Ireland UK have today all signed up to the...

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  • Retirees increasingly willing to take on greater investment risk

    18 July 2019

    Retirees are bucking the trend for more conservative investment strategies in favour of greater risk-taking, amid a perfect storm of later retirement and reduced later life provisions, new research has shown.  According to investment specialist Seneca Investment Managers, around half of advisers (47%) with retired clients are happy to have up to 30% of...

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  • IW Capital launches Women’s Entrepreneurship Index

    18 July 2019

    IW Capital has got behind the government’s latest scheme to support female entrepreneurship with the launch of its own Women’s Entrepreneurship Index.  Plans to increase the number of British female entrepreneurs by 50% have taken a leap forward with a host of major banks and venture capital firms all pledging their support to the...

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  • Should a Pension Transfer Specialist be CF30?

    17 July 2019

    ATEB’s Steve Bailey says the compliance consultant’s team recently pondered the question ‘Does a Pension Transfer Specialist (PTS) need to be a CF30?’ and came to a view.  Requirement for a PTS COBS 19.1.1A states: “A firm must ensure that advice on pension transfers, pension conversions and pension opt-outs is given or checked by...

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  • MiFID II biggest headache for advice firms – while biggest opportunity is…

    17 July 2019

    The majority of advisers continue to find MiFID II requirements a challenge, a new poll by Intelliflo has found. At Intelliflo’s recent ‘Change the Game’ conferences in London and Manchester, 129 delegates were asked which regulations were giving their firm the biggest headache. Two thirds (66%) cited MiFID as the most challenging legislation, while...

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  • 10 reasons why your client might find it difficult to get equity release

    17 July 2019

    Equity release provider more 2 life has published a guide to help advice firms understand equity release lending criteria and so help manage client expectations.   more 2 life said analysis of its cases suggest that there are some signs that advisers should look out for when speaking to potential clients as it may...

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  • Growing interest in financial advice as a career

    16 July 2019

    One in four employees is considering new opportunities in the advice sector, highlighting growing interest in financial advice as a career, according to research by Openwork.  A nationwide study found one in 10 would definitely consider retraining as an adviser, while a further 15% said they would consider a career switch into the advice...

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  • Paraplanners need to dig deep into ethical funds

    16 July 2019

    Paraplanners need to dig deep under the bonnet of ethical funds to ensure the investments they are selecting truly meet their clients ethical preferences. Consumer interest in ESG and responsible investing has seen a wave of communications from investment companies and companies in general professing their ESG credentials. But there have been warnings around...

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