IFA Magazine - Financial planning and investment news
WEBValidPath, the network for independent financial advisers, has announced the appointment of three seasoned professionals to its compliance team, reflecting ValidPath’s ongoing…. IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
10 years of Vanguard LifeStrategy - IFA Magazine
WEBJul 8, 2021 · Source: FE Total Return, 13/07/2012 to 23/06/2021. In a quirk of fate, or perhaps a sign of herding in fund pricing, both the Blackrock Consensus and the Vanguard LifeStrategy range are available for an annual fund charge of 0.22%, or 0.21% for some Consensus funds.
Latest News - IFA Magazine
WEBThe FCA’s balancing act: Rahman Ravelli’s Niall Hearty looks at the regulator’s enforcement successes amidst economic growth goals. In this exclusive insight for IFA Magazine, Rahman Ravelli Partner, Niall Hearty, looks at the latest FCA annual report and shares his…. Regulation and Compliance.
Why PruFund can offer a smoother ride for investors
WEBNov 21, 2022 · PJ: PruFund has proven itself to be extremely scalable – the life funds are now over £100bn in assets, of which PruFunds comprise over £50bn which simply wouldn’t have been possible had the range not been scalable. The size of PruFund allows us to access niche asset classes, which are simply not available to other funds.
GBI - Great British Investments - IFA Magazine
WEBAbout GBI Magazine. GB Investments is a campaigning magazine for the financial adviser community, focussing on tax efficient investments such as EIS, Seed EIS, VCT, SITR and BR, and the obvious advantages they can provide to Advisers’ clients in terms of tax, pension and intergenerational planning. Each edition features articles on each of ...
WEBThe Prudential ISA has been designed to provide you and your adviser with a safe, secure and accessible online solution 24/7. The Prudential ISA online service offers 24/7 access to: the current value and breakdown of your investments. how much can still be paid into your ISA in the current tax year.
Evelyn Partners expands into Tunbridge Wells with the acquisition …
WEBNov 3, 2023 · Deal will expand the firm’s professional services presence in the South East of England . Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Creaseys Group Limited (‘Creaseys’), a firm of accountants and tax specialists who are based in Tunbridge Wells, Kent. Established over 150 years ago, the team of over 50 at ...
FCA announces work into pure protection market – and reaction
WEBAug 28, 2024 · The Financial Conduct Authority (FCA) intends to launch a market study into how pure protection insurance products are sold following concerns that competition is not working well in the market. The study will be launched later in 2024/25. Pure protection products are designed to help individuals and their families with their finances should the policyholder die or become unable to meet their ...
Tackling Burnout in Financial Services - IFA Magazine
WEBAugust 11, 2022. Financial services professionals are increasingly suffering with stress which can often lead to burnout – a state of physical and emotional exhaustion. Latest research tells us that 58 percent of financial services professionals feel that their life is out of control, which is 14 percent higher than the average U.K. worker.
7IM Passive Model Portfolios added to Quilter platform
WEBOct 19, 2021 · Verona Kenny (pictured), Managing Director, Intermediary at 7IM said: “We are delighted that our passive portfolio range is now available to advisers on Quilter’s platform. Our portfolios provide a cost-effective and simple way for advisers to access a well-diversified solution to a variety of client needs and …