Latest News - William Robins
Single page pension summary boosts Pension Wise visits 10 times
Giving retiring customers a single page of A4 paper instead of the usual 50-100 page wake up pack makes them 10 times more likely to visit Pension Wise, research between LV= and the body previously known as the ‘nudge unit’ has discovered.
Pension tax relief cuts to older workers to fund help for young
The chancellor has been tipped to announce pension tax relief changes similar to an age-based system first talked about with New Model Adviser® by Hargreaves Lansdown.
Editor's comment: Advice will be judged on DB transfer charges
The advice profession will be judged on how it deals with DB pension transfers, and charges are one of the most important aspects.
New service to link financial planners accross the globe
A new service is being launched by Phil Billingham that will connect clients with international links to financial planners across the world.
AFH snaps up Truro IFA for £630,000
Consolidator AFH has acquired a Truro-based IFA for up to £630,000.
AIM-listed IFA appoints ex-Coutts head as exec chair
AIM-listed national IFA Frenkel Topping has appointed a former Coutts head of private banking as executive chairman.
Tax Matters: How offshore bonds can address tax liabilities
They are a tax wrapper of last resort for most advisers, however, in the right circumstances, these bonds can be a useful way for clients to mitigate against tax liability
Editor's comment: Advice needs its own pension freedoms inquiry
Its a waste of time trying to cram the genie back in the bottle. Advisers should instead focus on making sure their role in the pension freedoms is not found wanting by this inquiry.
Labour to propose early state pension for Waspi women
Labour would let women hit worst by recent state pension age increases retire two years earlier than currently planned, at age 64 rather than 66.
Moody's cuts UK credit rating amid 'erosion of economic strength'
The UK’s credit rating has been cut by an agency which has blamed Brexit uncertainty and an easing of the austerity programme for a more negative outlook.
Video: Ravenscroft's Harries homes in on themes not forecasts
Mark Harries, head of investment management at Ravenscroft, is overseeing the launch of onshore versions of the firm's offshore funds
CIO Tapes: 'passive funds are anti-capitalist'
Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.
Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners
Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.