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      Professional Adviser 360 2018

      Introducing the brand new Professional Adviser 360 event taking place on 24th April 2018 at The Brewery in London.

      • Date: 24 Apr 2018
      • The Brewery Chiswell Street London EC1Y 4SD, London
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      Retirement Planner Forum 2018

      Retirement Planner is committed to delivering best practice advise and discussion to our audience of professional retirement advisers and planners. This half day conference includes the opportunity for interaction and debate between delegates and speakers as they share unique insights.

      • Date: 15 Jun 2018
      • The Waldorf Hilton Hotel Aldwych London WC2B 4DD, London
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      Retirement Planner Awards 2018

      The annual Retirement Planner Awards is taking place on Friday 15th June 2018. Submit your entries by 6th April.

      • Date: 15 Jun 2018
      • The Waldorf Hilton Hotel Aldwych London WC2B 4DD T, London
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      Investment Marketing and Innovation Conference 2018

      The Investment Marketing and Innovation Conference returns on the 29th June 2018 at The Brewery. Join us to hear about all the marketing trends.

      • Date: 29 Jun 2018
      • The Brewery 52 Chiswell St London EC1Y 4SD, London
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      When only the best will do in multi-asset funds

      Active managers who follow a rigorous, long-term investment approach, can boost the performance of multi-asset funds.  Read more about the case for including actively-managed funds in multi-asset portfolios. 

      Capital at risk. 

      CI064244  02/2018
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      Friend or Foe: Bond markets in 2018

      As central banks move away from ultra-loose monetary policy, and the global economic expansion matures, bond fund managers will need to ensure their portfolios draw on a truly diverse range of sources of return and carefully consider portfolio risk if they are to generate yield in the current market environment.

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Pensions

FCA to unveil policy statement on asset management remedies by the end of March
  • Regulation
FCA to unveil policy statement on asset management remedies this month

Following asset management market study

  • 02 March 2018
letter-doormat
  • Retirement
Scottish Widows fails to update pension statements for married gay client

Despite multiple complaints

  • 22 February 2018
newspapers-and-glasses.jpg
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 11 February 2018
Justin Urquhart Stewart, Seven Investment Management, 7IM, Big Interview
  • People
Justin Urquhart Stewart: Regulation could be sector's best-ever advert

If executed properly ...

  • 29 January 2018
 satan-featured.jpeg
  • Retirement
Andrew Clare: Dealing with the devil of sequence risk

With more and more people having to take some responsibility for their pension savings, argues Andrew Clare, defeating the sequence risk devil should be a top priority for the financial services sector

  • 28 November 2017
  • Retirement
Phil says it best ... when he says nothing at all (on pensions)

No pension tinkering this Budget

  • 22 November 2017
neil-macgillivray-new-2016.jpeg
  • Retirement
Neil MacGillivray: Fishing the tax pond

Another annual allowance cut?

  • 20 November 2017
  • Regulation
FSCS looks to develop consumer awareness agreements in pensions

October ‘Perspectives’ blog

  • 24 October 2017
newspapers-and-glasses.jpg
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 24 September 2017
brexit-eu-referendum
  • Retirement
Morgan warns of 'cliff-edge' Brexit threat to ex-pat pensions

In letter to chancellor Philip Hammond

  • 18 September 2017
 detective-footprints.jpg
  • Investment
Investment Watch: Matt Morris's verdicts on recent developments

‘Promising lead’ or ‘Back to the lab’?

  • 14 August 2017
newspapers-and-glasses.jpg
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 30 July 2017
  • Regulation
TPR threatens to prosecute firms for withholding information

Follows three recent cases

  • 18 July 2017
Philip_Cook_2017
  • Tax planning
Phil Cook: For 'tax avoidance', read 'legitimate tax mitigation'

Focus on pensions, VCTs and EIS

  • 17 July 2017
  • Retirement
'Landmark' pension rights victory for gay couple in Supreme Court

Equal pension benefits on death of spouse

  • 12 July 2017
saving-jar
  • Retirement
Savings lull 'unsurprising' in current environment, says adviser

BBA: Lowest savings growth in six years

  • 27 June 2017
  • Retirement
Adviser Champions video discussion: The LISA's pros and cons

With Ros Altmann, Adrian Boulding & Tom Selby

  • 16 June 2017
newspapers-and-glasses.jpg
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 07 May 2017
800,000 risk being overtaxed on pensions, warns Royal London
  • Retirement
800,000 risk being overtaxed on pensions, warns Royal London

Tax codes must be checked - Steve Webb

  • 26 April 2017
Henry_Cobbe_2017
  • Retirement
Henry Cobbe: The upside-down world of decumulation investing

Do the retirement maths

  • 20 April 2017
  • Your profession
Industry wish list: What do you want from the Budget?

Remove MPAA, amend IHT

  • 08 March 2017
  • Pensions
Up to £500m of 'dormant' assets in pensions and insurance sector

£40-50m dormant assets available annually

  • 03 March 2017
  • Your profession
Pension advice allowance tripled to £1,500 by Treasury

Three separate £500 withdrawals

  • 03 February 2017
  • Retirement
Neil MacGillivray: So what next for pensions policy, junior minister?

Fine-tuning or major rebuild?

  • 31 January 2017
123

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New Aegon platform to feel 'clean and simple' for Cofunds users
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Old Mutual Wealth to list as Quilter on LSE in June
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Aviva platform crashes as re-platforming bugs continue
FCA accuses advisers of giving wrong data to pension transfer specialists
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