The Latest
New structured product offering income and growth on FTSE CSDI underlying
Mariana and Lowes Structured Investment Centre have launched the 10:10 Income & Growth Plan, a structured product that combines the opportunity for quarterly income payments and for capital gain at maturity after three years or more.
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Could now be the time to reassess drawdown investment pathways?
Covid-19 has delayed the implementation of investment pathways for drawdown, giving the FCA a perfect opportunity to reassess the rules
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Your brand matters and should be protected
Brand identity is paramount to staying memorable, especially when it has been grown on reputation. As such, it needs protecting, says Mathys & Squire’s Adela Dinca
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We call this creationism
Success businesses are built on hard work, maximising potential and improving execution, says Dominic Berger financial adviser for Angel Business Club. “The grass is always greener…”. There are many catchphrases that … Continued
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Business resilience post-Covid
Businesses that want to remain resilient beyond the current pandemic need to maximise their technology investments, says Mark Barlow, CEO at AppLearn
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Block transfers – why use them and how they work
Jessica List, Pension Technical manager, Curtis Banks, examines the reasons why clients may want or need to carry out a block transfer to protect pension benefits and the rules applying to the transfer
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Picking up the pieces – how advisers can help after a market sell-off
By Mickey Morrissey, head of distribution, Smith & Williamson Investment Management
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Not just about ‘keeping the lights on’
Operating under lockdown conditions during the current crisis has meant going beyond maintaining systems and services, says Anthony Rafferty, Managing Director of Fintech Origo
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Why and how power of attorney should be put in place for clients
Grant Blakey, technical consultant at AJ Bell, considers the importance of your client’s having a power of attorney in place, the benefits of doing so and potential drawbacks if not.
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GDPR for advice firms 2020
Steve Bailey, director of ATEB Consulting, reviews GDPR two years on from its implementation in the UK and provides some practical tips.
