Investment

Talking with... Artemis fund manager Jacob de Tusch-Lec

Investment

Talking with... Artemis fund manager Jacob de Tusch-Lec

The series continues as Richard Romer-Lee chats to Jacob de Tusch-Lec

clock 17 February 2023 • 5 min read
Over 55s most likely to shun financial advice due to cost barrier

Pensions

Over 55s most likely to shun financial advice due to cost barrier

My Pension Expert considers Britons’ retirement ambitions 

clock 17 February 2023 • 1 min read
Industry Voice: Understanding your clients through Behavioural Investing

Investment

Industry Voice: Understanding your clients through Behavioural Investing

Learn about the principles of Behavioural Investing and how these can improve client outcomes, in this discussion between Dr. Greg Davies of Oxford Risk and Barry MacLennan CEO of Embark Investments.

clock 17 February 2023 • 1 min read
Global pension assets take largest slide in 2022 since thorny GFC times

Pensions

Global pension assets take largest slide in 2022 since thorny GFC times

Assets declined by 16.7% with the UK pensions market taking 4th place

clock 17 February 2023 • 2 min read
MPAA risks rise as quarter of pension savers over 55 contribute over limit

Pensions

MPAA risks rise as quarter of pension savers over 55 contribute over limit

AJ Bell is again calling for increase on £4,000 threshold

clock 15 February 2023 • 2 min read
Assessing the many nuances of model portfolio construction

Managed solutions

Assessing the many nuances of model portfolio construction

'Evidence-based investing is simple in concept but complex in execution'

clock 15 February 2023 • 5 min read
FOS complaints show 65% uphold rate on DB transfer cases

Pensions

FOS complaints show 65% uphold rate on DB transfer cases

General uphold rate of more than one third on personal pensions cases

clock 15 February 2023 • 1 min read
Planet Pensions fails as Forthplus Sipp claims surge

Regulation

Planet Pensions fails as Forthplus Sipp claims surge

All current claims against the firm have moved to assessment

clock 15 February 2023 • 2 min read
UK inflation dips but chancellor warns 'fight is far from over'

Markets

UK inflation dips but chancellor warns 'fight is far from over'

85% of financial advisers are worried about rising overhead costs

clock 15 February 2023 • 2 min read
Bed and ISA transactions jump ahead of tax year end

Tax Planning

Bed and ISA transactions jump ahead of tax year end

'Important not to let the tax tail wag the financial planning dog'

clock 15 February 2023 • 1 min read