Analysis

Best Practice | analysis 23 Aug 17

Advisers are mulling the implications of FCA plans to incorporate the term ‘insistent client’ into its handbook guidance. The regulator has outlined what it sees as best practice – a move that could see advisers producing two suitability reports, with a particular focus on pension transfer advice.

Europe | analysis 23 Aug 17

Portfolio advisers are increasingly asking themselves why they are having to deal with so much regulatory change emanating from the EU, given the fast approaching deadline for Brexit in March 2019.

Tax & Regulation | analysis 21 Aug 17

While welcoming the UK Government’s decision to resurrect a ban on pension cold calling, many industry figures have expressed concerns on how long it will take to implement.

Investment | analysis 18 Aug 17

The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?

Investment | analysis 18 Aug 17

The problem with the dying days of an equity bull market is that it is difficult to be sure when it will end and how high it will go in the meantime. This, for Jim Wood-Smith, chief investment officer for private clients at Hawksmoor Investment Management, is the key dilemma in today’s markets. As he says: “We can see what will happen but we don’t know when.”