• About
  • Events
  • News
  • Newsletter
Adviser Home
  • CPD Centre
  • Development Solutions
    • AXA Investment Managers
    • Seneca Investment Managers
    • BMO Global Asset Management
    • Tacit Investment Management
    • Downing Fund Managers
    • Aegon Corporate Protection
    • Tax Planning Support
    • Outsourced Investments
    • Orbis Invest Differently
    • FundsNetwork
    • Brooks Macdonald
    • T. Rowe Price - Where Better Decisions Begin
    • Centralised Retirement Propositions
    • Aegon - Supporting financial advice
    • Tax Planning Investments
  • Resources
    • Technical
      • BPR due diligence video
      • Investment Planning; November inflation numbers and more.
      • Investment planning; global dividend payments, RPI Calculation and more.
      • Financial planning considerations around Pensions, Investment Accounts and ISAs
    • Regulation
      • An honest view of ESG: Matthew Jellicoe
      • ESG Viewpoint: Coal's Uncertain Future
      • How to combat pensions scams
      • How the Pension Schemes Act will affect your clients
      • IFAs and regulators must focus on drawdown underspending
      • How Will Regulatory Changes Impact ESG?
      • What the US election result could mean for markets
      • The Money Marketing Podcast: US Election Special
      • A guide to ESG and responsible investing
      • Is ESG for the money or the morals?
      • Inducements - what's in and what's out?
      • Investment scams booklet
      • The role of stewardship in ESG
      • The performance review: We put 10 ESG UK equity funds under the microscope
      • Are DFMs meeting the ESG challenge?
      • Increases to the state pension and lifetime allowance
      • Pensions & ESG – the DWP strikes back
      • FCA focus on ‘sustainable finance’ set to increase
      • An asset class growing in popularity: What advisers need to know about peer-to-peer lending
      • A practical guide to Pension Transfers from defined benefit to defined contribution
      • How to manage your CPD
      • What do high UK government debt levels mean?
      • Next state pension age review must assess Covid-19 factor
    • Marketing
      • Navigating the new normal: how marketers can humanise and personalise the consumer experience
      • Building Customer Trust: The Stages to Leveraging Preference Management
      • Successful Strategies to Win New Business
      • How to build a digital adviser. Part 1: your website
      • How to build a digital adviser. Part 2: emails
      • How to build a digital adviser Part 4: social media
      • Your Guide to Business Development in the New Normal
      • Creating a successful digital advice model
      • A simple guide to Metadata
      • Blogging Checklist
      • Marketing Checklist
      • SEO checklist
      • Website checklist
      • Case Studies
      • Investment Guides
      • ABI Making Retirement Options Clear
      • Equity Release - Not For Me
      • PMI - New Market Opportunities
      • Social Media Training
      • Adviser PR
      • Web Review Service
      • Communication Reviews
      • Corporate Design
      • Tailored Web Development
      • E Mail Marketing and Communications
      • Unconscious beliefs ‘key’ to sticking to advice plan
      • Advisers must embrace digital tech, just like their clients
      • The Insiders' Guide on How to Grow Your Business During Lockdown
      • Trends 2021: Selective innovation and getting personal
    • Team Development
      • ISO 22222 - Increase your professional standards
      • SOLLA - Later Life Adviser Accreditation
    • Technology
      • Increase client face to face time
    • Proposition
      • Is now the right time to be adding risk?
      • Your clients’ retirement could have been hit three ways by 2020
      • How to introduce clients to protection
      • The Insiders’ Guide on How to Grow Your Business During Lockdown
      • Value vs. growth - who wins?
      • Building a Living Pension
      • Why 2021 could be the year of the Ssas
      • The New Protection Challenge
      • The best and worst performing funds of 2020
      • FTSE soars 3.1% on first trading day of 2021
      • Demand for advice set to 'grow exponentially' this year
      • Handling vulnerable clients who want equity release
      • Preparing your clients for a K shaped recovery
      • Shift in retirement journeys set to reshape the market
      • Managing risk in volatile markets
      • State pension now a whole lot more important for planners’ clients
      • Govt boosts support for self-employed during lockdown
      • Covid-19 job cuts cause over 55s to re-think retirement plans
      • Covid has changed advice needs
      • ESG for income and growth
      • Savings surge is an adviser opportunity
      • Four in five UK adults say they don’t have a ‘pension will’
      • Combining pensions and property
      • Why transfers in drawdown will be a key theme for advisers
      • Clever Adviser Technology Ltd
      • The Value of Advice - an insiders guide
      • The Value of Advice
      • Adviser Home Guide to Innovation
      • Designing your service proposition
      • Effective Cash Management
      • A managed sale, move and funding service for your retired clients
      • Private Medical Insurance
      • Portfolio Comparison
      • Cashflow Modelling App
      • Defaqto Engage Core
      • Protection advice made simple
      • Client Reports and Online Paraplanning
      • Technical Support
      • Guide to the changing face of protection cover
      • Advising on income protection
      • Business Protection
      • The future of cashflow modelling
      • Equity available in UK homes soars to £600bn
      • Battling the pension scammers
      • Billy Burrows: The way we advise clients will change
      • Why advice finally feels relevant
      • South West: Bonds we can depend on
      • Pandemic forcing a widespread rethink of retirement plans
      • Guide To Post-Covid-19 Retirement Planning
      • Global Investor Behaviours and Attitudes: A Cross Generational Overview
      • Rohan Sivajoti: The one page business plan
      • Protection conversations increasingly common for advisers
      • Generate new business with tax-efficient investments
      • Fixed income in the new normal
      • The risks that investors should prepare for in 2021
      • FTSE sinks 3% amid Covid chaos
      • Longevity: The hub of retirement planning
      • Are investors adjusting to the new normal?
      • Women urged to check pensions for underpayment
      • How to manage pitfalls of giving wealth to next generation
      • The dangers of drawing too much, too soon
    • Adviser Business In Testing Times
  • Sustainable Investments
    • Sustainable Investing - M&G
    • Sustainable Investing - Schroders
    • Sustainable Investing - Hermes
    • Sustainable Investments - Pictet
  • About
  • Events
  • News
  • Newsletter

Weekly Updates

John Lappin

Our Industry Commentator with his top news links each week.

FCA reveals more Brexit plans but there's not a lot for IFAs

Advisers are finally getting to see what the Brexit regulatory regime looks like and, for now, the bad news is that it doesn’t look that different. There are certainly no MiFID or PROD concessions.

The FCA publishes its plans for a post Brexit regime for EU firms which currently passport in and to ‘onboard’ EU rules into the UK handbook. Firms can apply for temporary status from next year and it may last three years or three months if you are first on the list to be asked to make things permanent.

It remains unclear whether the EU will reciprocate.

But the following warnings may make for interesting reading in European capitals. The Financial Policy Committee of the Bank of England has warned that the EU is not prepared for a No Deal Brexit and that around £41bn worth of derivatives contracts may face legal uncertainty if the EU does not act. Interesting given the concerns over Italian sovereigns.  

The EU is more likely to agree to a transaction tax after Brexit as France, Italy and Spain become more influential argues Schroders economist Azad Zangana.  That might be something for investment banks thinking of leaving the UK after Brexit to factor into their thinking.

Your Move suggests that 40% of landlords see themselves using their property as their pension pot.

Nutmeg loses £12.4m though it now has 50,000 customers.

The Johnson Press which owns a range of local newspapers has put itself up for sale as it grapples with a bond refinancing but one spanner in the works for a sale is that its DB pension scheme has a deficit of £47.2m.

Half of advisers are talking about SRI with millennials according to an FTAdviser poll.

As the Government mulls cutting back on various pension allowances, Sunday Times money editor James Coney says this is not the time to tax aspiration.

Hargreaves Lansdown chief executive Chris Hill warned last week of an industry slowdown in inflows in the last quarter which saw the share price fall seven per cent.

It may beg the question have the implications of the IDD been properly understood yet?

The chief executive of Future Proof David Mead asks why there has been a delay to annual protection statements.

Finally Steve Nelson suggests the five questions to ask to assess a platform’s financial strength though most advisers would also prioritise avoiding replatforming if at all possible.

 

Back

Our Sponsors & Partners

Aegon
Clear
BMO Global Asset Management
Pictet Asset Manegement
Schroders
Brooks Macdonald
Funds Network
Orbis
Octopus Investments
Previous
Next

Contact Us

  • Partners
  • Contact Us
  • Terms & Conditions
  • Data / GDPR
  • Privacy Statement

Social

Follow us to stay up to date with the latest industry news

  • Twitter
  • LinkedIn

Newsletter Sign Up

Fancy getting all the latest news direct to your inbox?

Please do not fill in the above field to help us identify genuine requests.

Adviser Home

© 2021 Adviser Home

Website by Clear

Back To Top

Sign up to the Adviser Home newsletter

Please leave the above box empty.

After you register your details with us we will communicate with you by email as follows:

Each week you will receive an update bulletin “InfoMix”. You will also receive, normally weekly, a single email on a subject of relevance to your role as adviser or provider.

For providers we will also from time to time - normally 3 or four times a year, tell you about Adviser Home initiatives or opportunities for you to partner with us.

At any time you can elect to stop receiving emails by unsubscribing.

Your data will only be shared with a third party with your specific written agreement. Our full GDPR policy is found here

Please leave the above box empty.

Please leave the above box empty.