Non-advised drawdown: Is it worth the risk?

By Kaavya Dijendranath FE Research and Opinions

Recent research from Standard Life shows that the UK retirement market will see nearly £700 billion come through the system in the next ten years. In April and May alone of this year nearly 250,000 payments were made to customers from their pension pots, worth some £1.8 billion. The new pension freedoms are acting as a catalyst for adventurous investors to turn their backs on standard annuities in search of alpha from higher risk investments; the most popular of these being income drawdown solutions with £1.3bn invested in over the same period.

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Getting it right: considerations when building a CIP

By Tahmina Mannan FE Research and Opinions

Although the term centralised investment proposition (CIP) is now common parlance in this industry, the ever growing range of investment approaches still leave adviser firms unsure on how to proceed.

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The UK funds consistently rewarding the long-term investor

By Corporate FE Research and Opinions

Franklin Mid Cap, Marlborough UK Multi-Cap Growth and AXA Framlington UK Select Opportunities top the list of funds consistently rewarding long term investors, according to recent research from FE Trustnet.

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View: Establishing suitability – keeping up with the regulator

By Kaavya Dijendranath FE Research and Opinions

Time and again, advisers seem to find themselves in hot water with the FCA Financial Conduct Authority over not demonstrating the suitability of their investment advice adequately. 

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Demystifying due diligence

By Kaavya Dijendranath FE Research and Opinions

Today’s financial landscape boasts a wide variety of methods to invest client assets. Irrespective of portfolio size or life stage of the investor; there is a solution that can match their risk level and specific objectives. Whilst this comes as great news for advisers and investors – it often leaves paraplanners with a whole lot more to think about when conducting due diligence.

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View: Establishing suitability – keeping up with the regulator

By Kaavya Dijendranath FE Research and Opinions

Time and again, advisers seem to find themselves in hot water with the FCA Financial Conduct Authority over not demonstrating the suitability of their investment advice adequately. 

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