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Comment & Analysis

Six stats that show UK savers require reality check

Many do not know how much is in their pensions and do not feel confident about retiring comfortably

£1m lump sum or £1k a week for life? Generations split over lottery pot

A life-changing sum of money up front or a guaranteed weekly income for life? Answers to this question highlight a stark difference in attitudes between generations

FSCS chief: IFAs must buy more expensive PI to stop lifeboat claims

Mark Neale says FSCS is a first resort because PI policies have not always been effective

Adviser workshop: how to develop your people skills

Some say you can't train people to have people skills. Others say there are ways round that. The debate begins...

How small firms can keep up with gender balance

Nicky Morgan MP tells Pimfa's Women in Wealth event attendees barriers to gender diversity remain an issue.

Comment: Advice definition limits DB transfer guidance options

The FCA guidance on what is a personal recommendation has created more clarity in. But rather than identifying a new range of ways of helping customers through guidance, it has highlighted how little can be done without crossing the advice line.

Comment: Why should FSCS levies fund Capita?

Years after it was involved in Arch Cru, Capita was handed a contract to handle complaints at the FSCS.

Comment: Your business is as good as the talent you nurture

Providing support for the development of your employees will sow the seeds of success, argues Jane Holt, director at Mackenzie Financial Planning.

Six stats on what 'non-retired' older workers really want

Half of people at retirement age are considering working in retirement

Comment: How should we define the future 'new model'?

Unless advisers clearly communicate their value, clients will not understand the benefits of financial planning.

Video pick
7 Comments Play AJ Bell CEO: there will be six more months of replatforming pain

AJ Bell CEO: there will be six more months of replatforming pain

IFAs will have to endure another half year of replatforming trouble by provider-owned platforms, Andy Bell has said.

2 Comments Play Asset managers: 'There is going to be a distribution revolution'

Asset managers: 'There is going to be a distribution revolution'

In footage not used in our original CEO tapes videos, five CEOs discuss how distribution will change in the future. Will 'distribution' be revolutionised by technology the same way that Spotify changed music or the Kindle changed publishing?

NMA Profile
2 Comments Adviser profile: Mandy Dale and Chris Emery of Hanbury Wealth

Adviser profile: Mandy Dale and Chris Emery of Hanbury Wealth

Hanbury Wealth is growing, and Mandy Dale and Chris Emery have set their sights on more joint ventures in the future.