Opinion

        P2P or not P2P: Do SIPPs and peer-to-peer lending mix?

        Professional Adviser | 20 Oct 2014 | 11:31

        P2P lending might have captured investors’ attention but utilising it in a SIPP brings a unique set of challenges, writes Andy Leggett

        andy-leggett
        scales of justice

        The court case we all thought was a victory for the client

        Towry versus Raymond James was somewhat of a watershed moment in adviser-client relationships, but who really benefited from the verdict? Regulatory lawyer Alex Denny takes a closer look...

        Professional Adviser | 17 Oct 2014 | 13:24
        mark-polson

        Mark Polson: The (real) secret to picking platforms

        Why Mark Polson recommends a visit to thetrainline.com if you're really serious about picking a platform all parties will be happy with...

        Professional Adviser | 17 Oct 2014 | 10:40

    Other Opinion articles

      neilmacgillivrayjamesh

      Blog: May you live in interesting (retirement) times

      Has the Chancellor brought about pension flexibility or more pension complexity? Neil MacGillivray voices his opinion…

      Professional Adviser | 16 Oct 2014 | 14:18
      tapper-henry-first-actuarial

      Why a pension cashpoint is not around the corner

      Henry Tapper explains why George Osborne’s attempts to ‘sex up’ pensions flexibilities as a ‘Pensions Bank’ are wrong and confusing.

      Professional Adviser | 16 Oct 2014 | 08:03
      jamie-smith-thompson

      From 'give us a quote' to 'what should I do?': How Budget 2014 is transforming client behaviour

      Prior to Budget 2014, most queries to pensions advisory service Portal Financial were for straightforward quotes. How things have changed...

      Professional Adviser | 15 Oct 2014 | 14:09
      llewellyn2

      Armchair Critic: How I benchmark advisers

      Brendan Llewellyn takes an arms-length look at the financial advice industry. This week: An adviser might have his benchmarks for clients' investment portfolios, but Brendan's got some of his own...

      Professional Adviser | 14 Oct 2014 | 10:58
      david-ferguson

      David Ferguson: The hideous truth

      There are four quadrants to building a great business, writes David Ferguson, but complacently listing 'building trust' among them is where some of our esteemed institutions have got it so wrong...

      Professional Adviser | 09 Oct 2014 | 15:26
      ian-sayers-aic

      Blog: What’s good for the goose…

      Advisers who hold investment companies in their own portfolios, but don’t recommend them to their clients should think again, writes Ian Sayers.

      Professional Adviser | 07 Oct 2014 | 13:42
      austin-broad

      ‘An accident waiting to happen’: Why drawdown retirees need more than guidance

      Is the guidance guarantee enough when it comes to drawdown? Austin Broad thinks not…

      Professional Adviser | 02 Oct 2014 | 10:41
      vahey-rachel

      Blog: ‘Put simply drawdown is not the right solution for everyone’

      George Osborne’s latest pensions taxation policy equates to ‘a mighty big shove into drawdown’, writes Rachel Vahey…

      Professional Adviser | 01 Oct 2014 | 10:32
      platform-dfm

      Self-sufficient? Why adviser DFMs still need a helping hand

      News that Westbury Asset Management is planning to become a discretionary fund manager (DFM) reignited the debate about the pros and cons of using such a service and the growing pressures on advisers, writes Lawrence Cook.

      Professional Adviser | 18 Sep 2014 | 15:13
      alan-lakey

      'A set of geriatric gums': Ex-APFA council member Alan Lakey on 15 years of struggle

      After years shouting from the sidelines, industry veteran Alan Lakey tried to shake up the Association of Professional Financial Advisers (APFA) from the inside. On the body's 15 year anniversary, he details his struggle...

      Professional Adviser | 18 Sep 2014 | 10:34
      neil liversidge

      'Wise up': APFA council member Neil Liversidge on why APFA matters

      Unpopular APFA may be, but uninfluential it is not, writes Neil Liversidge...

      Professional Adviser | 18 Sep 2014 | 10:32
      mark-polson

      Mark Polson: Why I'm voting no

      Mark Polson may very well suit up for a truly independent Scotland, but, he writes, true independence isn't quite what Scots are being offered...

      Professional Adviser | 17 Sep 2014 | 10:19
      andrew-leggett

      Here we go again… What did we learn from the third SIPP thematic review?

      Again? Really? Andy Leggett looks at the findings of the third FCA thematic review of the SIPP business…

      Professional Adviser | 16 Sep 2014 | 10:59
      paul-resnik

      A suitable portfolio is...

      So, what does a suitable portfolio recommendation look like? Paul Resnik explains...

      Professional Adviser | 15 Sep 2014 | 11:00
      paul-resnik

      The five steps to 'common sense' suitable advice

      There's a difference between what the regulator expects when advisers assess suitability for a client, and what common sense demands, writes Paul Resnik...

      Professional Adviser | 15 Sep 2014 | 09:47
      brendan-llewellyn

      Armchair Critic: How to network (properly)

      Our Armchair Critic Brendan Llewellyn suggests nothing - not even the rise of social media - can top the time-honoured ways of networking...

      Professional Adviser | 05 Sep 2014 | 12:27
      abraham

      Investment Committee Insider: Three top portfolio mistakes

      Unfortunately, argues Abraham Okusanya, the three areas where advisers tend to falter running investment portfolios are the same areas where they can demonstrably add value...

      Professional Adviser | 03 Sep 2014 | 12:13

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