Tuesday, 06 January 2015 16:14

Technical Update: Retirement revolution

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So will they buy Lamborghinis or long-dated gilts, diamonds or gold-plated drawdown plans? Quite how those approaching retirement from next April will adjust to the new retirement planning freedoms is the great unanswered question.
Tuesday, 06 January 2015 15:45

Technical Update: Financial literacy and capability

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Veteran Financial Planner Jon Golding shares some tips about an overlooked opportunity for Financial Planners to do well by doing good. In a highly personal viewpoint, he suggests that an economy is only as strong as the quality of financial literacy and capability (FLC) of its people. 
Tuesday, 06 January 2015 15:06

Investing at a testing time: The challenges ahead in 2015

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Next year is set to be exciting but challenging for investors with a UK election, Eurozone troubles and the ending of global QE programmes. James Nadal asks some leading experts for their predictions.

Richard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?

The wrap and platform market has experienced considerable upheaval over the last 24 months following the Retail Distribution Review, the move to clean share classes and the price wars of 2014. But will the pressure continue into 2015 and, if not, what can we expect to see? Nicola Brittain reports.
Monday, 05 January 2015 16:12

Sipp sector split to have echoes of decade gone by

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The Sipp market will split into two, one of the leading sipp providers has predicted, while another believes platform Sipps will take the majority of business in future.

Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.

Successful fund selection requires intensive research, so what resources do Financial Planners use to ensure their clients are provided with suitable portfolios? Nicola Brittain found out.
Monday, 05 January 2015 15:38

My Business: Huw Jones CFPCM

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Each month we speak with a leading Financial Planner to ask them to share best practice and how they built their company. This issue David Norton Award 2014 runner up Huw Jones CFPCM talks about how he developed Proposito into a formidable Financial Planning firm.

Thursday, 11 December 2014 15:30

My Business: Damien Rylett

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Each month we speak with a leading Financial Planner to ask them to share best practice and discuss their company. Damien Rylett, who is the new IFP events and conference committee chairman, reflects on how he went about moulding his firm Brunel Capital Partners.

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