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Comment & Analysis

Adviser profile: Tamsin Caine of Smart Financial

After being invited to join Smart Financial, Tamsin Caine has fended off fractures in the firm and tackled work and life in equal measure.

Comment: SLA may have axed insurance but Lloyds is rising rival

While Standard Life Aberdeen has axed its insurance arm, Lloyds is making a rising push into distribution pitting the pair against each other again.

Adviser workshop: how to thank clients for referrals

We speak to the industry's top financial planners about how best to show gratitude for new business referrals.

Fingers crossed for FNZ as Old Mutual banks on German philosophy

It is hard to imagine the Old Mutual Wealth chief executive has been jumping for joy on reading about Aviva’s litany of platform problems.

Women can still act to close pensions gap

One hundred years after some women secured the vote, but a gender pay gap still exists across every occupation. This, combined with disrupted working patterns, also means women’s pension saving lags behind that of men.

Comment: Educate clients to avoid lump sum tax trouble

Educating people about regularly taking income from pensions, rather than one-off lump sums, will streamline the taxation process for both the taxman and the taxpayer.

Comment: FCA wants to tighten DB transfer checks

The FCA has found checkers falling short of its expectations, so how reliable is the person undertaking this review?

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.

British Steel: punchy report should not tarnish profession

It would be a huge injustice if those with political influence allowed the British Steel pension scandal to tarnish the reputation of an otherwise healthy profession.

Editor's comment: contingent charging was a freedoms fudge

We have written about contingent charging for over a year. Now MPs say it has got to be axed. But the solution to this divisive issue is not straightforward.

Video pick
14 Comments Play 'It had to be a surprise': Webb reveals strategy behind freedoms

'It had to be a surprise': Webb reveals strategy behind freedoms

Speaking to us as we launch our Pension Freedoms MOT series, ex-pensions minister Steve Webb has revealed the strategy behind 2014’s surprise Budget announcement.

2 Comments Play MiFID II tapes: 'We get the regulation we deserve' on risk

MiFID II tapes: 'We get the regulation we deserve' on risk

'We get the regulation we deserve, because we don't set a high enough professional standard ourselves,' according to FinaMetrica director Paul Resnik.

NMA Profile
10 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.