• 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
      • Pension and Investment Planning Tools
      • Investment Planning; November inflation numbers and more.
      • Investment planning; global dividend payments, RPI Calculation and more.
    • Regulation
      • 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
      • 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
    • Adviser Business In Testing Times
  • Sustainable Investments
    • Sustainable Investing - Rathbone
    • 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.

Should IFAs brace for a Corbyn government?

Has the coronation turned into an election? Polls have tightened and sterling traders are nervous – it could be as much as a 20 point lead falling to five or six per cent for Theresa May and her Conservatives.

Will IFAs find themselves advising their clients many of whom would be caught out by Labour's tax rises on tax mitigation?  

Markets are a little nervous and the Telegraph says sterling could fall to $1.20 in the event of a Corbyn Prime Ministership.

The Institute for Fiscal Studies is unimpressed with both main parties’ plans – it is sceptical about how much tax Labour can raise from corporates and the better off, but sees big financial holes in the Conservative plans too on immigration and considerable damage to public services from continuing austerity. It says neither party is honest about the policy choices as the Guardian and the Telegraph report.

Quite a debut column from Money Week’s Merryn Somerset Webb in the Financial Times. She wants a universal cap on fund management charges arguing unit trusts were once capped, as of course are stakeholder pensions and auto enrolment default funds. This, she says, would help solve the long term care crisis and help the country overall as fewer people would be on benefits and more could afford care. We know what active fund managers will think about all this, but what about advisers?

The FCA is to force providers to provide an annuity comparison tool as FTAdviser reports. The FCA clarifies that advisers will be able to rely on the provider’s information in certain circumstances.  

Standard Life has appointed a Brexit chief, Paul McGhee, the former head of the Association for Financial Markets in Europe.

Hargreaves Lansdown’s Mark Dampier questions the performance of Vanguard life strategy funds. No doubt only the beginning of a war of words.

The Pension Regulator estimates that defined benefit transfer numbers hit 80,000 over the last year according to a Freedom of Information request.

Commission provides up to a quarter of IFA revenue says the FCA with most apparently deriving from legacy business. This should increasingly fall out of the system but it feels significant and may still be used as a stick with which to beat the industry for a little while yet. How much has been ‘adviser charged’? Clearly these contracts were struck in a different era, not all can be altered, but even very pro-IFA journalists such as myself may ask a few difficult questions. I have always been cynical about pre-RDR trail being merely a drawn out upfront commission payment. Much to discuss.

Rowan Dartington’s Guy Stephens assesses the risk of stagflation in developed world markets.  

Moody’s warns China it could face further downgrades if it doesn’t address high debt levels despite applauding many of its reforms.

Daniel Godfrey’s the People’s Trust which, among other things, will aim to address high charging concerns, reveals its manager line-up including Mark Niznik and Martin Lau. Quality managers.

Design firm Space’s Paul Lindsell discusses the initiative to allow bank customers to open up their own data to other providers and what this might mean for providers and IFAs.

Nasty business in the Telegraph where a women’s mother loses money on an unregulated property investment but IFA Kerry Nelson wins her at least some compensation. Nelson wonders why on earth such cases are still happening and why can’t regulators act? Indeed.

Back

Our Sponsors & Partners

Brooks Macdonald
Funds Network
Aegon
Pictet Asset Manegement
Orbis
Octopus Investments
Clear
Schroders
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.