blog

Martin Davis, Openwork CEO, takes stock of a difficult year for advisers and their clients

Advisers in New Zealand have formed a working party to look into the potential misselling of qualifying recognized overseas pension schemes (QROPS). Rex Cowley, head of marketing at Close Asset Management, gives us the lowdown...

David Trenner, technical director at Intelligent Pensions, examines the risks to clients of unqualified overseas salesmen.

Today's announcement Richard Philbin is to step down as CIO of Axa Wealth's multi-manager arm Architas is a surprise to say the least and a potential concern for the group as he was a high profile figure in the IFA community.

One group certainly took the advice I offered last month about doing more to connect with MPs and Parliament and it has paid off already.

In November, I was in Sydney at a conference of life industry people from around the world sharing ideas and issues.

Julian Chillingworth asks whether the latest bail-out is a real solution or officials just kicking the can down the road

Mark Lisle, compliance manager at Rowanmoor Pensions, takes a closer look at the government’s pensions proposals and finds DB schemes may benefit.

At the time of my leader going to press last week, the RDR debate was yet to come.

AT8's Mark Loosmore asks if Standard Life's purchase of tech provider Focus Solutions will bring it closer to the banks and if other distributors will be happy with the deal.