by Heather Hopkins | 15 April 2016 | Archive
“A man loves the meat in his youth that he cannot endure in his age.” Shakespeare’s aphorism on pension savings (OK, it’s on aging — from Much Ado About Nothing) is relevant today in light of radical changes to pensions savings in more recent history. The dawn...
by Heather Hopkins | 08 April 2016 | Archive
Discretionary fund management model portfolios on platform are a hot topic – and rightly so. They are a powerful source of growth for platform assets and a sleek route for DFMs to access the wider retail market. It is still early days for model portfolios on platform....
by Heather Hopkins | 18 March 2016 | Archive
This week saw the release of the much-anticipated Financial Advice Market Review (“FAMR”, dubbed farmer) and the budget. FAMR was an opportunity wasted. It was a restatement of the problems we all know exist – and an elaborate restatement at 85 pages! On April 21st...
by Heather Hopkins | 11 March 2016 | Archive
We arrived at the office today to confirmation of rumours that Old Mutual is being split into four to drive growth of the individual business units. At the same time Old Mutual Wealth announced results and the accompanying commentary struck me as refreshingly customer...
by Heather Hopkins | 26 February 2016 | Archive
Investing is complicated and scary. Many indicators point to a burgeoning market for financial advice and rising income for financial advisers since the RDR. Let the good times roll. But for how long? Platforum research indicates that investors are less likely than in...
