Tag Archives: IFA
Steve Webb is in the potting shed- helping people get their pots together.
This is one of a number of questions people ask about pensions, which Steve is given the unenviable job of answering. This is his go, I suspect this may be one for the private sector to get on with , … Continue reading
Whinges from the healthy, whinges from the wealthy.
The surge in short and medium term gilt rates illustrated here are clearly linked to the budget, the market does not like fiscal loosening and despite £40bn of tax-cuts , this was a tax and spend budget. For a fuller … Continue reading
The impact of pension tax changes on financial advisers.
The retail financial trade press is full of stories from financial advisers about losing funds under advice/management as clients raid their SIPPs to avoid the threat of a reduced tax-free cash entitlement after the October budget. If I had … Continue reading
IFAs are right to be worried
The FCA has written to the top 20 “national” firms with a questionnaire that probes what percentage of their clients are actually getting an annual review (and how many of them are paying for a service they aren’t using). Membership … Continue reading
Evelyn Partners – who will pay the PE piper?
Evelyn Partners is a large IFA owned by private equity. Citywire reminds us The business is the culmination of years of acquisitions, backed by Permira. The PE firm first bought Bestinvest in 2014 and combined it with Tilney. It grew the … Continue reading
Will pension reforms see a free-for-all for the wealthy few?
As the dust settles following the Chancellor’s bombshell abolition of the Lifetime Allowance, lawyers and pension consultants are looking at what has actually happened and what it means going forward. Rosalind Connor of Arc Pensions Law offers an interesting opinion … Continue reading
How should you divorce your financial advisor?
Marriages always start so well and that’s the same if you are getting into a relationship with a spouse or your financial advisor. Many people selecting an IFA find themselves in “shock and awe” at a handsome report presenting … Continue reading
Advisers should welcome (not fight) the FCA’s review of in retirement advice
Thankfully , I find Al Rush’s tweet shocking. If I didn’t – I could have no faith in financial advice and financial advisors. @henryhtapper 👇🏻 https://t.co/IWPFzjn9vx — Rush (@exRAF_Al) February 8, 2023 The vast majority of clients of IFAs rightly … Continue reading
If this is (pension) freedom – I’m a banana!
“Why employees need independent advice before deciding what to do with their pension freedoms”- REBA This is the headline from a leader in REBA, the employee benefit magazine. I mention “employee benefits” with a grimace, for many benefits sold to … Continue reading
Posted in pensions
Tagged annuity, Banana, FCA, Ian Hislop, IFA, REBA, Retirement income Study
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