Analysis
Best Practice | analysis 17 Jul 17
UK pension transfer changes – what are the risks for advisers?
The FCA has proposed overhauling the rules for advising on DB to DC pension transfers. Rob Morris, partner at RPC, looks at the risks these changes create for financial advisers and their insurers.
Best Practice | analysis 14 Jul 17
Offshore bond top-slicing – the devil is in the detail
Advisers and clients could be caught unaware by a little-known change to offshore bond top-slicing, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.
Macro Views | analysis 13 Jul 17
Analysis: Are performance fees a fair deal?
Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?
Investment | analysis 11 Jul 17
ANALYSIS: Will wealth managers avoid scrutiny on charges?
Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?
Fixed Income | analysis 10 Jul 17
ANALYSIS: Is it the right time to be piling into bonds?
Portfolio advisers have been looking at equity market valuations rather nervously for some time, tilting towards less risky assets, taking profits and holding more cash.