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Comment & Analysis

Retirees face downsizing dilemma amid savings shortfalls

Small pension pots have led to the realisation that retirees need to unlock their housing equity, but many are reluctant to sell up due to the mounting costs and stress of moving

Tedious annual allowance taper will catch savers by surprise

Twin brothers Paul and Barry are identical in more ways than one, as their savings match up exactly. However, Barry’s extra projects could result in a surprise annual allowance charge.

Rory Percival: Firms should take heed of FCA's TCF concerns

The FCA has outlined the importance of clear communication with clients for acquisitive advice firms, many of which could go much further in terms of fair treatment

Project fears: how client goals should shape approach to risk

Risk means different things to different people so client goals must guide attitude to risk and capacity for loss profiles.

The professional investor: 7 magnificent funds for tough 2017

Experienced investor columnist David Kempton has his annual brainstorm with the Hawksmoor investment team and returns with some fund tips.

Keith Richards: New guidance rules will be great for advice firms

New ruling means regulated firms can confidently develop guidance services, helping bridge the advice gap and solve next gen planner problems

Blog: Gov't can't keep kicking long-term care down the road

The government must address long-term care issues at some point, argues Malcolm Small of the Retirement Income Alliance.

Blog: FCA is not considering risk of default on DB transfers

The income guarantees of defined benefit pensions are faltering with many schemes in deficit, so advisers need an alternative angle when approaching low-risk clients

Pensions, protection and ISAs: five top tax year end topics

Darron Whitehead and Ray Garnett, joint managing directors of the Utopia Group, outline what they will be covering in meetings with their business clients ahead of 6 April.

Blog: FSCS claims will keep advice fees high

While IFAs’ involvement is a mystery, a growing trend for wacky unregulated investments in Sipps is increasing FSCS levies for adviser firms and putting pressure on the cost of advic.

Video pick
Play How contrarian view helps JPM manager hit new heights on UK equities

How contrarian view helps JPM manager hit new heights on UK equities

James Illsley has helped achieve impressive recent outperformance for the JP Morgan UK Equity Core fund, putting his faith in out-of-favour sectors such as mining and housebuilding

Play Brexit will benefits bonds, says JP Morgan manager

Brexit will benefits bonds, says JP Morgan manager

Andreas Michalitsianos, Citywire A-rated manager of the JP Morgan Sterling Corporate Bond fund, explains the effects on his fund of rising US interest rates and Brexit uncertainty.

NMA Profile
4 Comments Adviser Profile: Olivia Bowen of Castlefield

Adviser Profile: Olivia Bowen of Castlefield

Ethical investments do not always get taken seriously as a profitable strategy, but Castlefield’s Olivia Bowen is determined to help clients who would prefer not to swim in shark-infested waters