FT Adviser
WEBFT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
What advisers should know about the FCA's investment pathway …
WEBFeb 3, 2021 · Firstly, providers must offer these options to advised and non-advised customers alike, so your clients will be aware. PAGE 1 OF 4. The FCA’s long-awaited investment pathways rules has come into ...
Guide to Discretionary Fund Management - FTAdviser
WEBNov 14, 2019 · Discretionary Fund Management has become a popular tool for many financial advisers who have to find efficient ways of making the right investment decisions for their clients. Since the arrival of ...
Best and worst workplace pension schemes named - FTAdviser
WEBSep 11, 2019 · Silver. -Hargreaves Lansdown. -Salvus Master Trust. - Scottish Widows (GSIPP & Master Trust) -True Potential. Bronze. -The People’s Pension. -The People’s Pension. Asked to not be rated.
AFH receives £225m offer in private equity takeover - FTAdviser
WEBJan 25, 2021 · Directors at national adviser AFH Financial Group have agreed terms for a £225m takeover offer from a US private equity firm. This morning (January 25) Cortina Bidco, a newly incorporated company ...
Top 100 Financial Advisers 2021: The top 20 firms - FTAdviser
WEBNov 12, 2021 · It's time for the final part of FTAdviser's Top 100 Financial Advisers 2021, our annual rankings detailing some of the best advisory firms from across the UK.
Advisers pick their favourite DFMs - FTAdviser
WEBApr 2, 2020 · Although Investec and Brooks were the preferred services, the most used DFM amongst the advisers surveyed was Brewin Dolphin, with more than 30 per cent of IFAs using the firm's discretionary ...
How to manage your CPD - FTAdviser
WEBNov 10, 2020 · To be clear, according to the new rules, you now have to add 15 hours each year specifically on pension transfers to any other CPD that you do as a financial adviser. This must include: five hours ...
How to make the most of discounted gift trusts - FTAdviser
WEBNov 30, 2021 · A discounted gift trust is an IHT planning tool that you can use to reduce the potential IHT liability for clients who need income and have some investible assets available. Quite simply, a DGT is ...
Transact remains most popular platform with advisers
WEBMar 10, 2021 · The Transact platform attracted advised net sales of £3.47bn by the end of 2020, putting it slightly ahead of Aviva which saw net sales of £3.46bn and AJ Bell at £3bn. There has been no change ...
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