February 2019
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  • Tom McPhail to be founding chair of STAR Steering Group

    12 February 2019

    Tom McPhail, head of Policy at Hargreaves Lansdown, has been announced as the founding chair of the Steering Group for STAR, a venture established to help bring the industry together to address the inconsistencies in transfer times for pensions and investments. The announcement was made at an ABI-hosted seminar attended by over 90 industry representatives...

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  • New fund management due diligence service launched

    11 February 2019

    A new discretionary fund management due diligence service has been launched to help adviser firms cut down the time they spend on researching investment services.  The DD|hub, which is free to use, provides adviser firms with instant online access to due diligence responses from DFMs, cutting out the delays and inefficiencies of traditional questionnaires....

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  • Regulatory consultations are interesting in a number of ways

    11 February 2019

    …at least they are to geeks like me, says Gareth James, head of technical resources at AJ Bell Part of my thought process when considering consultations and the questions raised is always, what questions should the regulator have asked, and why didn’t they? Questions might be excluded for reasons as innocent as keeping the...

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  • Need to demonstrate investment pathways for pension drawdown in suitability reports

    10 February 2019

    Thesis Asset Management has flagged the FCA’s focus on pension drawdown investment pathways and warned that too many investment solutions used in accumulation are routinely being used in the decumulation phase.  Following the FCA’s recently published CP19/5 Consultation Paper on Retirement Outcomes Review, Thesis Asset Management has welcomed the idea of ‘investment pathways’ as...

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  • Paraplanner joins Stockport-based family firm

    10 February 2019

    Paraplanner David Kershaw has joined family-owned Prest Financial Planning based in Stockport, Cheshire.   The firm has also taken on Simon Baggott as practice and operations Manager to support its continued growth. David has 20 years’ experience in financial services and as paraplanner will provide research and technical support to Prest financial advisers. During...

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  • 7 reasons to invest in China – for the long term

    10 February 2019

    David Coombs, manager of the Rathbone Multi-Asset Portfolio funds argues that investors’ views on China are behind the times. Here he gives 7 reasons clients should consider investing in this global GDP powerhouse. 1. Recent data on China and the ongoing trade war have brought out the bears but whilst current negative sentiment may hang...

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  • Cathi Harrison looks to rock industry with new company – The Art of Finance

    7 February 2019

    Just as Cathi Harrison sought to break the compliance firm mould with the launch of Apricity, she tells Rob Kingsbury about how she is bringing a fresh approach to the way the financial services industry as a whole attracts and develops new talent – starting with paraplanning. Cathi Harrison, managing director of outsourced paraplanning...

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  • Technical: Financial planning around pensions and divorce

    7 February 2019

    Elaine Turtle, director, DP Pensions looks at the misconceptions and practicalities when dealing with pensions in a divorce case. The early months of the year are noted in legal circles for a rise in people coming to solicitors to initiate divorce proceedings. Consequently, it is also a time financial planning firms find they see an increase...

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