NMA Retreat 2018: sneak a peek at the snaps from day 2!

All the pictures from the second day of the New Model Adviser® Retreat 2018 last week.

By New Model Adviser team 17 Sep, 2018

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Top Story

Gov’t to move forward with creation of collective pensions

By Jack Gilbert - 17 Oct, 2018

Highlights

Steve Buttercase of Verve Investment Planning

Diane Weitz of Ashlea Financial Planning

Simon Bullock of Mulberry Bow

Simon Lister and Craig McClurg of ML Financial Associates

Nicola Downs of Trentham Invest

Niche IFA delivers for local postie with football team sponsorship

Postmen usually knock on doors to deliver letters, not make requests. But when Newport-based Niche IFA’s Royal Mail regular came looking for support for his football club, he did not leave empty handed.
1

‘Active managers will earn their fees’: Inside SG Wealth's investments

Despite selling out of Standard Life Gars in 2016, chief investment officer Henry Gaskin says SG Wealth Management still favours absolute return funds as part of its active-only approach
1

Breakfast Club: How boxing IFA Skerritt beats rivals to the punch

Richard Skerritt of Skerritt Consultants says the work he had to put in to be ready for a charity boxing match is similar to what good IFAs must do

BUSINESS

Niche IFA delivers for local postie with football team sponsorship

Postmen usually knock on doors to deliver letters, not make requests. But when Newport-based Niche IFA’s Royal Mail regular came looking for support for his football club, he did not leave empty handed.

ADVICE

Gov’t to move forward with creation of collective pensions

The government will shortly consult on reforms to the private pension system to allow for collective defined contribution schemes to be introduced, it was announced today.

1

Breakfast Club: How boxing IFA Skerritt beats rivals to the punch

Richard Skerritt of Skerritt Consultants says the work he had to put in to be ready for a charity boxing match is similar to what good IFAs must do
Lovatt first sight: Tax friends reunited after 25 years

Ex-HM Revenue & Customs veteran John Lovatt met Montfort's managing director Geraint Davies 25 years ago.
23

Ollie Smith: Waspi women at least deserve decency

Warring factions and unwillingness to accept the compromises offered by some politicians, Waspi's state pension campaign is often dismissed. But its central grievance is not misplaced and should be taken seriously, argues Ollie Smith.
3

IFAs warned over death benefit nomination checks

Advisers have been warned it is up to them to check clients' death benefit nominations regularly as some providers are not requesting updates from their clients.
Tax Doctor: Aussies keep options open to protect property portfolio

Despite their desire to retire in the UK, Dominic and Laura would be wise not to transfer any superannuation cash over from Australia as it would be subject to inheritance tax

1

Breakfast Club: How boxing IFA Skerritt beats rivals to the punch

Richard Skerritt of Skerritt Consultants says the work he had to put in to be ready for a charity boxing match is similar to what good IFAs must do
Lovatt first sight: Tax friends reunited after 25 years

Ex-HM Revenue & Customs veteran John Lovatt met Montfort's managing director Geraint Davies 25 years ago.

Tweets

INVESTMENT

FTSE back above 7,000 as Superdry and Convatec dive

FTSE 100 swings into gains but shares in 'mid-cap' stocks Convatec and Superdry hammered by profit warnings.
Eight wealth managers reveal their favourite alternative funds

Wealth Manager readers name eight funds pursuing investment opportunities in ways that go beyond traditional strategies.
4

RBC: client exodus leaves Gars on course for £12bn outflow in 2018

Net outflows from Gars are at record levels and will hit £12 billion in 2018, according to RBC Capital Markets.

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