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Comment & Analysis

Six stats that show pension freedoms open people up to scams

Seeking advice and reporting scammers will go far in bringing down the risk of being defrauded

Three policy proposals to jump the generation gap

Self-employment, risky pensions and student debt: some of the problems faced by millennials. But new policy proposals are looking to fix this.

From Aegon to Zurich, how your platform's tech upgrade is going

Who is sprinting and who is stumbling in the race to upgrade platform technology? We take a look at how platforms are progressing, what the problems have been and whether they have been resolved.

Five savings stats that show the state of workplace pensions

The introduction of automatic enrolment in 2012 has led to a surge in defined contribution pensions, ONS data has shown.

Comment: Mifid II is a chance to reinvent the deal for clients

Asset managers must rewrite the development process to create products appropriate for the end investor

Adviser workshop: how to fulfil the Mifid II client contact requirement

With Mifid II now in full flow, we ask two financial planning experts how they are adhering to the new rules regarding client contact.

Adviser profile: Graham Wingar of Future Asset Management

When David Wingar appeared as a New Model Adviser® cover star in 2008, his son Graham was in the middle of an engineering degree at Cardiff University. A lot has changed since then.

Comment: ‘Boys’ club’ banter belongs in a bygone era

In a profession already struggling with gender imbalance, laddish workplaces are continuing to alienate women.

Tax Doctor: VCT offers tax-free transfer onto platform

Higher-rate taxpayer Ben can avoid encashing his investment bond and mitigate his tax bill by investing in a venture capital trust, however shares must be held for five years to qualify

Pete Matthew and Chris Budd: how to advise financial planners

Even financial advisers need financial advice sometimes, as our special podcast case study proves.

Video pick
22 Comments Play 'We're just a bunch of white dudes sitting here': fund manager CEOs on gender

'We're just a bunch of white dudes sitting here': fund manager CEOs on gender

In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.

29 Comments Play Higher FSCS bills are the price of pension freedoms says Kinnock

Higher FSCS bills are the price of pension freedoms says Kinnock

Advisers largely supported the pension freedoms and must now pay the price for defined benefit (DB) transfer mis-selling, according to Labour MP Stephen Kinnock.

NMA Profile
Adviser profile: Graham Wingar of Future Asset Management

Adviser profile: Graham Wingar of Future Asset Management

When David Wingar appeared as a New Model Adviser® cover star in 2008, his son Graham was in the middle of an engineering degree at Cardiff University. A lot has changed since then.