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Comment & Analysis

Pensions Doctor: Failure to make wishes clear leads to draw down roulette

Laura faces drawdown roulette when it comes to her late companion’s Sipp, after he omitted some key paperwork.

Comment: How to help generation avocado's saving struggles

The idea of a £10,000 handout for 25-year-olds was widely ridiculed, but young people do need a helping hand

Adviser workshop: how to use paraplanners effectively

They are the up-and-coming experts who sit in the background, crucial to the advice process. But how should you use them effectively?

London calling: see all the pics from our event this week!

All the pictures from our On the Road event in London.

Comment: £200bn prize awaits life companies that innovate

Having fallen behind on innovation, the golden age of the life and pensions industry is a thing of the past. But opportunities still remain for companies willing to reinvent

CEO Tapes: the huge opportunities for asset managers

From tech disruption, retirement and poaching, the CEO discuss the opportunities for their businesses in this episode.

See all the pics from our adviser event in Bournemouth!

All the pictures from our On the Road event in Bournemouth.

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.

Six stats that show pension freedoms open people up to scams

Seeking advice and reporting scammers will go far in bringing down the risk of being defrauded

Three policy proposals to jump the generation gap

Self-employment, risky pensions and student debt: some of the problems faced by millennials. But new policy proposals are looking to fix this.

Video pick
16 Comments Play 'How can you sleep at night owning these shares?' CEO Tapes

'How can you sleep at night owning these shares?' CEO Tapes

Do not miss the first two minutes of this film as Richard Buxton reveals how he was challenged by a client for owning shares in a certain company.

5 Comments Play Fees roundtable: 'If one in three says you're too pricey, that's about right'

Fees roundtable: 'If one in three says you're too pricey, that's about right'

How much is too much when it comes to paying for advice? Step forward Alan Smith, Kay Ingram and Vijay Thakkar to discuss charging, fees and the advice gap.

NMA Profile
10 Comments Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.