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Comment & Analysis

Comment: Triple lock is a political pawn no one understands

The major political parties are showing different levels of commitment to the triple lock for the upcoming general election, but is the policy method or madness?

Regional insight: Sunny outlook on the South Coast

Advisers have a steady stream of new retired clients on the South Coast.

Blog: Shift from DB to DC means housing wealth is important in retirement

Despite falling pension projections, homeowner equity is on the up meaning investing in property could pave the way for accumulating wealth.

How planning skills change a client's life

Financial life planning is scoffed at by some advisers, but to help clients fulfil their plans for the future, it is vital to deal with their emotions to uncover their deeper motivations.

Entrepreneurs put ‘lazy cash’ to work in alternative investments

Business owners can make extra cash on their balance sheets work tax-efficiently by using alternative investment solutions, however a change in trading status can have a big effect

Blog: Labour’s pledges may woo Waspi but numbers don't add up

Labour has vowed to reject the state pension age increase and protect expat pension pots, but where the money will come from to fund these commitments remains a mystery.

Altmann: Tories give themselves flexibility on state pension

We have now had the three major parties’ manifestos, so what are policy proposals for the state pension – Ros Altmann asks which is the biggest item of UK welfare expenditure?

Adviser Workshop: How to prevent cyberattacks

Sam Secomb (pictured), Phil Melville and Peter Chadborn discuss how they tackle the threat of cyberattacks

Letter from Germany: Brexit bruising tempts Brit bashing

Germans are generally a friendly people but may be tempted to lash out at Britain now the Brexit vote threatens to spoil the party.

Cardy: Due diligence will not assure platform change

The FCA has questioned the due diligence completed on platforms by advisers as so many seem resistant to changing providers, but staying put could also result from proper processes

Video pick
Play Vanguard looks to grow retirement clients with target funds

Vanguard looks to grow retirement clients with target funds

Vanguard chief economist Peter Westaway says the firm’s recently launched retirement funds, which adjust asset allocations over time, offer a low-cost solution for advisers and clients.

Play CEO tapes: 'Is this government business orientated?'

CEO tapes: 'Is this government business orientated?'

In the final part of our series the four fund bosses discuss how Brexit could impact their businesses.

NMA Profile
Adviser Profile: Keri Carter of Broadway Financial Planning

Adviser Profile: Keri Carter of Broadway Financial Planning

Keri Carter has reinvented and reinvigorated Broadway Financial Planning, all from an idyllic setting overlooking the Cotswolds, and she is now looking to secure the future of the firm