MJT

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Five key retirement challenges

No news or research item is a personal recommendation to deal. All investments can fall as well as rise in value so you could get back less than you …

New government scheme offers a tax-free allowance to pay for a professional and personalised financial report<p>People will soon be able to take up to £500 out of their pension pots tax-free, as long as they spend it on financial advice. The government this week unveiled details of the “pensions …

Finance

Up to 30% using pension freedoms face tax shocks

"The big risk to the success of the pension freedoms is not pension money being spent on Lamborghinis; it is pension cash being moved into bank …

'Financial adviser' might not mean what you think

That's someone who advises you on your finances ... right?<p>Sort of. "'Financial adviser' is a generic term with no precise industry definition, and many different types of financial professionals fall into this general category," Investopedia explains.<p>"Stockbrokers, insurance agents, tax preparers, …

Robo Advice: Revolution or Evolution? Including: Robo Advice, Automated Financial Planning, Financial Advice, Brokerage, Fund Platforms Covering: Australia, Europe, UK, USA

PORTLAND, Oregon, August 11, 2016 /PRNewswire/ --<p>"<b>The robo advice market is set for explosive growth</b>" commented, one of the report's authors.<p><b>For More</b> …

Three fundamental principles of financial planning

The financial advice industry has faced great upheaval in recent years. The implementation of the Retail Distribution Review (RDR), quite rightly, …

Mortgage brokers advised to ‘be proactive’ in post-rate cut climate

Jeremy Duncombe, director of Legal and General's mortgage club, has urged brokers to be proactive with client retention, as some two-thirds of …

Should RIAs embrace robos?

Maybe it is generational, but as a millennial, albeit an old one at 34-years-old, I view the relationship between robo advisers and human advisers as …

Best of Money: Should you cash in your final salary pension?

A final salary pension scheme has long been regarded as the gold-plated route to a comfortable retirement. But since the Brexit vote, some financial …

Respect your elders: Key financial lessons from the older generation

Save more, avoid debt and do not lend money you cannot afford to lose are the three top pieces of advice offered by older generations when it comes …

VouchedFor updates financial planning app to boost adviser referrals

The update gives potential clients the chance to input a range of information which forms a ‘beta' financial plan advisers can then build on. The …

School's Out: Making The Case For A Financial Planning Degree

Shutterstock photo<p>Every Friday, adviser and principal Jennifer Ellison has a casual lunch with six or seven colleagues in Bingham, Osborn & …

The best way to reduce your inheritance tax bill by using lifetime gifting

Home » Starting Out » Personal Finance<p>Andrew Miles, head of research at Ascot Lloyd writes exclusively for What Investment on how to use lifetime …

Can robo-advisors stand the test of time?

Are robo-advisors really all that, asks Juan Colón, CEO and founder of Darwinex<p>Robo-advisors are becoming increasingly commonplace in the UK’s …

Pension freedom drawdowns soar to £1.8 billion record

New pension freedom figures show 159,000 retirement savers accessed a record £1.8 billion in the run up to the Brexit referendum.<p>HM Revenue and …

WATCH: Why must you have a financial plan?

Everybody needs a financial plan, and it needs to be built around a person’s specific needs and goals

More must be done to attract young to pensions: Portafina

Pension freedoms, auto-enrolment and better use of technology have all helped to get younger people started on the road to retirement readiness, but …

JEFF PRESTRIDGE: Income protection should be part financial planning

This time next week, the final curtain will quietly go down on a campaign to promote the virtues of financial protection insurance.<p>No, not nasty …

Phil Young: DB transfers should be the best example of financial planning

Many of those most qualified to advise on defined benefit transfers are shunning the opportunity to do so. And I understand why. Professional …

FCA Authorisation and Regulatory Compliance

Copyright © 2015 Compliancy Services Ltd • Company Registration Number: 04954156<p>Registered Office: 69 Hermitage Road, Hitchin, Hertfordshire SG5 …

FCA eyes robo-regulation to reduce cost for firms

The regulator wants to improve compliance and make regulation cheaper, both for itself and financial services firms, by encouraging innovation in …

Technology

Chris Davies: Getting back in step with clients

Any behavioural scientist will tell you that if your body language mirrors a significant other for a period of time a subconscious bonding takes …

Takecharge by Scripbox Helps You Take Charge of Your Financial Planning

Money is a scary subject that many Indians aren't really comfortable with. We're not used to actually talking about our finances, savings, and …

Personal Finance

FCA: investors must be given time to seek advice on property fund redemptions

The Financial Conduct Authority (FCA) told fund managers to ensure investors are given enough time to seek advice on property fund redemptions after …

Financial experts offer free money advice in Liverpool

A team of financial experts headed to Liverpool city centre to offer simple ways to put some cash back in people’s pockets this summer.<p>Insurance …

Personal Finance

FCA highlights concerns over P2P pension investment

The Financial Conduct Authority (FCA) has expressed concern that consumers may not fully understand the risks of putting peer-to-peer investments in …

Robo-advisers financially unviable and flouting FCA rules, SCM warns

Investment management firm SCM Direct said current robo-advisers were ‘wired' to lose money and may go bust before ever acquiring the sizeable assets …

Yahoo is now part of Oath

Before you continue...<p>Yahoo is now part of the Oath family. Due to EU data protection laws, we (Oath), our vendors and our partners need your consent …

Data Protection

Nine in ten advisers feel 'threatened' by robo-advice - survey

Panacea Adviser found its members saw little opportunity in robo-advice, the online form of regulated advice the Financial Conduct Authority (FCA) is …