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Latest News - Elliot Smith

Retreat 2017: Advisers split on succession plans

Advisers at the New Model Adviser® Retreat had their say on regulation, Brexit, succession planning and technology.

Lords fight gov't on financial guidance body

Elliot Smith explores the Financial Guidance and Claims Bill, which will establish a new single financial guidance body. Including a clear distinction between advice and guidance would aid both IFAs and the public, and peers are taking up the fight.

Online games can help elderly engage with pensions, says FCA research

An FCA occasional paper, published today, has recommended online 'games' to encourage older consumers stay engaged with longer-term financial products.

Former M&G star manager joins St Albans IFA

Mike Felton, former manager of the M&G UK Select fund, has joined St Albans IFA firm Lumin Wealth as chief investment officer.

Give FCA more power on DB transfers, says Lib Dem Lord

The FCA needs to be given more power by parliament to deal with the risks associated with the DB transfer market, according to Liberal Democrat peer Susan Kramer.

Lib Dem Lord: drop triple lock as pensioners 'have it easy'

Liberal Democrat leader in the House of Lords, Dick Newby, has said the triple lock is unsustainable, despite the party’s pledge to keep it ahead of June’s general election.

Lib Dem Lord who said IFAs were doomed starts search for...IFA

Lib Dem peer Richard Newby is looking for an IFA, seven years after he said they were doomed.

Retreat 2017: How advisers approach DB transfers

Three advisers told New Model Adviser® at the 2017 Retreat how the approach the growing demand for DB pension transfers.

Brexit is dead says ex-Osborne and Davis aide

Former aide to David Davis and George Osborne says need to trigger EU article 127 has ended government's Brexit hopes.

Consolidator acquires Scottish IFA

Loyal North, the advice subsidiary of investment management and wealth group Fusion Asset Management, has acquired Scottish IFA firm Lowland Financial.

Video pick
Play Retreat 2017: How advisers approach DB transfers

Retreat 2017: How advisers approach DB transfers

Three advisers told New Model Adviser® at the 2017 Retreat how the approach the growing demand for DB pension transfers.

11 Comments Play Retreat 2017: We can't risk undermining pensions with DB scandal

Retreat 2017: We can't risk undermining pensions with DB scandal

LEBC public policy director Kay Ingram sets out her concerns about DB pension transfers.

NMA Profile
Adviser Profile: Ed Fairey of Fairey Associates

Adviser Profile: Ed Fairey of Fairey Associates

Ed Fairey took a colourful road to financial advice but his firm, Fairey Associates, has made all the right moves to this week achieve chartered status