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Opinion

Markets

James Klempster: Inflation-proofing portfolios

In the decade or so following the global financial crisis, inflation in much - if not all - of the developed world has been very low indeed, writes James Klempster, who explores why inflation-proofing portfolios is so important...

clock 13 January 2020 • 6 min read

Your profession

Regulatory resolutions and a 'SIPP on the side'… It's The Pro Adviser Podcast

It’s The Pro Adviser Podcast

clock 10 January 2020 • 1 min read

Your profession

Dennis Hall: How Yellowtail Financial Planning made a four day week work

That Friday feeling

clock 09 January 2020 • 3 min read

Your profession

Paul Resnik: Why I disagree there are 'no standout risk tools'

In this piece Paul Resnik bemoans the fact there are still no rigorously-tested standards for risk tools that enable advisers to make a fully informed comparison about providers, arguing there tools in the market that use 'gamble' questions and those...

clock 09 January 2020 • 4 min read

Tax planning

Neil MacGillivray: Will the tax advantages for married couples and civil partnerships remain a happy home?

The new calendar year has come and gone and so, as we start the edge closer to the end of the tax year, Neil MacGillivray looks at the planning opportunities available to married couples and civil partners

clock 07 January 2020 • 3 min read

Your profession

Tom Dunbar: Putting a number on the value of advice

Royal London, in conjunction with the International Longevity Centre recently put a number on how much financial advice is worth to those who receive it. Here, Tom Dunbar elaborates on the findings of that research...

clock 07 January 2020 • 3 min read

People

Alan Moran: Here's what I've learned after 30 years in advice

Advice milestone

clock 03 January 2020 • 4 min read

Your profession

Chris Budd: The purpose of retirement

Purpose is the line that runs through financial wellbeing like the proverbial stick of Blackpool rock (or Brighton rock for those down South), writes Chris Budd, and this is particularly true when a person retires. Here, the co-founder of the Initiative...

clock 03 January 2020 • 3 min read

Regulation

Keith Churchouse: Happy New Regulation

A new decade begins

clock 02 January 2020 • 3 min read

Your profession

Jack Rose: Taking the direct approach to yield via 'good old fashioned' lending

The direct lending market has grown at a remarkable rate over the last decade, writes Jack Rose, who argues investors have a number of options for accessing predictable, risk adjusted returns...

clock 30 December 2019 • 2 min read
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