Lady who goes camping must be aware of evil intent.
Blog
Talking to clients about Ethical and Sustainable investing
March 2018
We believe it is critical to be talking to clients about green investing during Client Reviews. Many of our clients are already sold on ethical investing. However we do not just talk to clients about green investing from an ethical standpoint. We also consider returns and the returns are good and can be sold as […]
Employers turn to IFAs to help workers retire on time
March 2018
There has been talk in the Technical Press recently about Employee retiring age. Unfortunately in many cases there is a disconnect between employees and employers when it comes to that retirement age. While employees may want to retire at or before the age of 65, many lack sufficient funds and are being forced to work […]
Suspect pension advisers to be named on watch list
February 2018
Excellent news:- Firms and advisers arousing industry suspicions of wrongdoing will be placed on a semi-secret watch list to warn businesses considering working with them. The Pensions Administration Standards Association (PASA) is working on a closed list with names of pensions schemes and advisers that have been flagged up as potential scammers, to be shared among […]
FCA ramps up warnings over online investment scams
February 2018
The FCA is warning the public to be vigilant protecting themselves from online investment fraud, with figures showing investors lost an approximate daily amount of £87,410 to binary options scams last year. Latest data from the FCA’s Scam Smart campaign shows the kind of investor being targeted by online investment scams is changing. The regulator says those under 25 were […]