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Earth Day: Investors must ask themselves some tough questions
21 April 2021
Investors can play a pivotal role in supporting positive changes but they have to ask where ESG factors in their investment decisions, says Gerrit Ledderhof, Responsible Investment manager at Aegon Asset Management The decade to 2030 is expected to play an outsized role in determining the future of our climate. Keeping the world on track...
READ ARTICLESustainable and ESG now part of long-term portfolios
21 April 2021
Sustainable and ESG-focused funds should sit at the heart of investors’ long-term portfolios now, with the seismic shift seen towards such mandates in recent years unlikely to be reversed, according to Adrian Lowcock at Willis Owen. The head of personal investing at the firm says the investment style had outstripped non-ESG approaches over three...
READ ARTICLETwo thirds of retirees risk running out of money
21 April 2021
Two thirds (66%) of people retiring in 2021 risk running out of money, a new report by Standard Life Aberdeen has revealed. The Class of 2021 report found that those retiring this year plan to spend on average £21,000 a year in retirement, almost £10,000 less than the average UK household income. However, looking...
READ ARTICLEDigitisation of financial advice depends on good user experience
21 April 2021
Greater digitalisation will only be adopted by financial advice firms if the user experience for advisers and clients matches expectations, according to Visible Capital chief executive Ross Laurie. The wealthtech CEO said that while technology has played a key role in helping advice firms build their businesses and improve their services to clients over the...
READ ARTICLERenewables investing outstrips other AIC sectors
21 April 2021
Investment companies in the renewable energy infrastructure sector raised £7.7 billion over the past five years, as investors flocked to the strong yields and opportunity to invest in a greener future. The Association of Investment Companies said the renewable infrastructure sector had raised more than every other AIC sector during the period, with the...
READ ARTICLESIPP provider legal cases – update and implications
20 April 2021
Stephen McPhillips, technical sales director, Dentons Pension Management Limited looks at two SIPP provider cases that have gone through the Courts and what the latest judgement means for the SIPP market Regular readers of Professional Paraplanner might recall that, back in September 2019, I provided a brief summary of some legal cases affecting SIPP providers....
READ ARTICLEJobs in finance: How to become an expert in retirement advice?
20 April 2021
Later life planning offers a growing target market for advice businesses. But how can you position yourself to ensure you can offer that market the best retirement advice? John Somerville looks at how advisers and paraplanners can develop their skills and knowledge to help advance their career and secure the future of their business....
READ ARTICLETraditional portfolio structuring a ‘thing of the past’
20 April 2021
Traditional portfolios made up of 60% equities and 40% bonds will increasingly become a thing of the past, according to Rupert Thompson, chief investment officer at Kingswood. Thompson says there is “no doubt” that bonds no longer provide the protection they used to, particularly among government bonds. Corporate bonds are also hovering close to...
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