The Latest
Reversing market trends now require hard assets
David Jane, manager explains why the Miton multi-asset funds team, has been strengthening its portfolios with hard assets
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Giving great service: What advisers can learn from the Japanese ethos
Anticipation and forethought can help differentiate your service and your business for clients, says Brett Davidson, MD of FPAdvance. The Japanese have a word for it
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Pension switches: 4 essentials to stay compliant
ATEB Consulting’s Steve Bailey analyses a recent FOS case and the compliance issues it flagged around pension switches
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Innovation or evolution? What best supports advisers?
When we consider innovation, might we need evolving products, platforms and toolkits to support advisers rather than a requirement for wholesale changes? asks Standard Life’s Alastair Black
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Protection for platform investors – should you be nervous?
In the light of a recent high profile broker failure, AJ Bell’s Martin Jones looks at what protection is in place for platform investors, whether they are still sufficient and the importance of platform due diligence
Featured
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SIPP property purchase with gearing
Paul Darvill, director, Talbot and Muir highlights the rules around property purchase through a SIPP and the tax advantages in doing so
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Tangible Moveable Property – what you can and can’t hold in SIPPs
Geoff Buck of DP Pensions, explains the rules around Tangible Moveable Property and why SIPP operator’s err on the side of caution
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Buying a business using SIPP & SSAS pension schemes
Can your client’s pension help them buy a business? Jeff Steedman, head of Business Development, Xafinity SIPP & SSAS, looks at the process and the pros and cons involved
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Discrepancies in how HMRC deals with errors
You’d expect broad consistency in how HMRC allows errors to be fixed. Wouldn’t you? Gareth James, head of technical resources at AJ Bell, looks at the different handling of pensions and ISA errors
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How many hats can a regulated Supervisor wear?
The role of regulated supervisor is a complex one which requires support, especially for those new to the role, says Apricity MD Cathi Harrison
