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Comment & Analysis

Comment: FCA wants to tighten DB transfer checks

The FCA has found checkers falling short of its expectations, so how reliable is the person undertaking this review?

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.

British Steel: punchy report should not tarnish profession

It would be a huge injustice if those with political influence allowed the British Steel pension scandal to tarnish the reputation of an otherwise healthy profession.

Editor's comment: contingent charging was a freedoms fudge

We have written about contingent charging for over a year. Now MPs say it has got to be axed. But the solution to this divisive issue is not straightforward.

Tax Doctor: Surprise wedding puts father in tricky spot

With the cost of a trip of a lifetime and a sudden surprise wedding sitting on his shoulders, Joel can withdraw the cash needed for both without triggering a large tax bill.

How can we expect people to save enough to retire on £15 an hour?

The £1 million lifetime allowance remaining wishful thinking for the majority of Britons, but restrictive to others. There must be a better way forward.

Comment: It's time to set real targets for female adviser recruitment

The advice career must be marketed to women, with firms signing up to a charter in order to improve diversity levels in the profession.

Column: GDPR poses problems for client data held on the cloud

For advisers storing or processing client data over the cloud, the general data protection regulation (GDPR), which comes into force on 25 May 2018, may shake things up.

Adviser profile: Tom Wilcox-Jones of White Oak Financial Planning

Proud Welshman Tom Wilcox-Jones last year decided to escape the rat race and return home for the sake of his young family. With the help of former colleagues he has started a new chapter with White Oak Financial Planning.

NextGen: Advisers should teach finance to the young

At age 24, New Model Adviser’s youngest Rising Star of last year explains how firms can benefit from visiting schools and universities and developing new business propositions

Video pick
1 Comment Play MiFID II tapes: 'We get the regulation we deserve' on risk

MiFID II tapes: 'We get the regulation we deserve' on risk

'We get the regulation we deserve, because we don't set a high enough professional standard ourselves,' according to FinaMetrica director Paul Resnik.

7 Comments Play Mifid II tapes: Advisers need asset management crash course

Mifid II tapes: Advisers need asset management crash course

In the first part of our KIDs roundtable, Graham Bentley, Paul Resnik and Bella Caridade-Ferreira meet in the Citywire studio to discuss how advisers can explain the new MiFID II cost disclosure rules to clients.

NMA Profile
8 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.