Advice in the regions: Why serving the silver generation works in the North East

Advisers explain how out-of-town offices are preferable to city centres and why the retirement market is key It is easy for outsiders to make assumptions about the North East based on the so-called North/South divide. While acknowledging the real challenges in this part of the UK, local advisers are keen to highlight the positives that […]

Arrows hit target.

Aegon enhances its risk-ratings for its funds

Aegon has teamed up with risk profiling suppliers, Synaptic, Defaqto and FinaMetrica to add additional risk mapping for its Core Portfolio range of funds. The new ratings will complement existing ratings from Distribution Technology and aims to help advisers with assessing their clients’ individual attitude to risk, and match them with the most fitting fund […]


200,000 parents missing out on pension, says HMRC

Over 200,000 parents receiving child benefits could be forgoing part of their future state pension HM Revenue and Customs has told the Treasury select committee today. In a letter to the Treasury, HMRC writes that if child benefits are being claimed by the higher earner in a household, the partner earning less could be missing […]

Chris Budd

Five minutes with…Ovation Finance’s Chris Budd

Ahead of his appearance at Money Marketing’s flagship conference, Money Marketing Interactive, this April, Ovation Finance chairman Chris Budd talks adviser fees and succession planning How can advisers best show their fees are worth it? It’s not the level of fees that matter, it’s what you do for the money. Charging 0.5 per cent p.a. and […]


NEST given £329m cover from DWP for master trust authorisation

The government backed National Employment Savings Trust has been granted an additional £329m in funding to help it pass the new master trust authorisation regime. Master trusts such as Nest provide a trustee-governed occupational pension scheme to multiple employers. The Department for Work and Pensions passed the Pension Schemes Act 2017 following concerns about master […]

Insurers doing the right thing: the PDG’s year in review

Now the Christmas festivities are well and truly over and most of us are settled back into the real world, it seems like the perfect time to reflect on some of the work the Protection Distributors Group carried out in 2018. Funeral pledgeIf I said that paying a death claim was the moment of truth […]

Brewin Dolphin assets take hit after market volatility

Brewin Dolphin saw drops in both assets under management and income last quarter, according to its latest trading statement. Total funds closed at £39.5bn – a 7.7 per cent drop, and discretionary funds reduced by 7.2 per cent to £34.9bn. The company attributed the drops to negative market movements, with “Red October” having an impact […]

More acquisitions in pipeline as Harwood revenue jumps 26%

Advice firm consolidator and discretionary manager Harwood has reported revenue growth of 26 per cent as it eyes further acquisitions in the year ahead. Results for the year to 31 October 2018 released this morning show that acquisitions have seen assets under management grow from £1.2bn to £1.7bn, an increase of 42 per cent. Revenue […]

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