Planning

• How to avoid the annual allowance speed trap

  

  Karena Woodall, consultant, Mattioli Woods, looks at instances where clients can be inadvertently caught out on their pension accumulation journey

• Firms with pension transfers permissions can expect to hear from the FCA

  

  Risks brought in by pensions freedoms are under the FCA spotlight as the regulator carries out the final element of its four phase transfer advice supervisory project, says ATEB Consulting’s Steve Bailey

• How fragile is the global economy – could we see another market crisis?

  

  Ten years on from the collapse of Lehman Brothers, have investors and policy makers learned their lessons and are today’s market participants looking in the wrong direction for the next dislocations?

More Articles

• Global growth and the next bout of economic and market pain

  

  Fidelity International’s global economist Anna Stupnytska outlines why she believes global growth for the rest of 2018 should continue slowing

• 4 ways LISA can help meet younger clients’ investment objectives

  

  How can the much-maligned Lifetime ISA (LISA) be used to top up retirement savings or meet investment objectives for younger clients and their family members?

• Growth stocks – are they now overvalued?

  

  What is the risk of mean reversion of growth versus value? David Jane, manager of Miton’s multi-asset fund range, takes a view.

• 10 years into the bull market are we close to a crash?

  

  The current bull run has lasted close to ten years or to put it another way, it has been 3,453 days since the last bear market. The question on investors’ lips is, can the bull run continue?

• 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

• 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

• 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

• Time for defensive action?

  

  Concerns on trade wars and slowing growth rates tell us it’s time to protect against risks, says Henna Hemnani, assistant fund manager for the Miton’s multi-asset fund range

• Why the need for multiple tax wrappers for income?

  

  How might an adviser might best organise a client’s retirement and taxation affairs when utilising a platform?

• Benefits of including a firm’s intellectual property within a SSAS or SIPP

  

  A look at ways a company’s intellectual property can be sold to a SIPP or SSAS and the benefits for the firm and the pension