Latest News - Jack Gilbert
Labour urges pension funds to stop companies avoiding tax
Shadow chancellor John McDonnell has told companies that Labour will be ‘coming for you’ if they avoid taxes, and has urged pension funds to increase pressure on businesses they invest in.
Nationalise pension investing, says economist who called crisis
A senior economic adviser to the Labour Party has called for the nationalisation of the UK’s pensions system, suggesting a new national investment bank should manage the public’s savings rather than private asset managers.
How multi-asset funds are guarding against Brexit uncertainty
With equities doing so well, fund managers are looking for alternatives to bonds as conservative plays, such as fixed income and foreign currencies
Lamb's Almary Green in sale talks with Norwich IFA
Norwich IFA Smith & Pinching is in talks to acquire local advice firm Almary Green, New Model Adviser® has learned.
1825’s chairman Murray steps down for new SLA role
1825’s chairman and former chief executive Steve Murray is stepping down from his role and starting a new position within the Standard Life Aberdeen group away from its advice arm.
FCA to hold autumn workshops for DB transfer advisers
The FCA will hold defined benefit (DB) transfer sessions this autumn to ‘reiterate our expectations’.
Connaught: 14 IFAs denied £3m from Capita redress scheme
Fourteen IFAs have been denied £2 million in compensation they thought they were owed as part of the Capita Redress scheme for the collapsed Connaught fund.
FCA’s closed-book blunder ends with a whimper
The FCA has closed its remaining exit fee investigations into four life companies: Abbey Life, Countrywide, Old Mutual and Prudential.
Aegon begins compensation payouts after ‘challenging’ IFA meeting
Aegon has announced it has started paying customer compensation at a ‘challenging’ meeting with advisers.
DB transfer firm appoints liquidator after restriction hits income
Paraplanning firm Heather Dunne Consulting, which was connected to a pension transfer outsourcer, has gone into voluntary liquidation.
'An irrelevant and dangerous question': Train on rates fears
Finsbury Growth & Income manager gives short shrift to argument higher interest rates will erode the value of big consumer brands he owns.
‘I couldn’t define it’: We quizzed City workers on guidance vs advice
We took a camera to the streets to ask City workers whether they understand the difference between financial advice and financial guidance. The results speak for themselves.
Adviser profile: Steve Buttercase of Verve Investment Planning
After overcoming the loss of his father and fighting depression, Steve Buttercase is now on a mission to help clients find happiness at Verve Investment Planning.