As both state and private pensions begin to fall short of what many pensioners need due to inflation, we may see a growth in the number of financial advisers recommending annuities, according to one of our clients, national financial planning business Continuum.
Category Archives: investment
COP26: What is the role of the adviser in ESG?
With the COP26 conference dominating national press this week, support for environmental principles from the financial advice community has been evident on social media, writes Kat Mitchell.
Continuum reports £300m increase in net assets for first half of 2021
One of our clients, national financial planning business Continuum has seen net assets increase by £300m in the first half of 2021, an increase of 38% year on year, building on the impressive growth seen by the firm in 2020.
What could changes in financial promotions rules mean for marketing pros?
The Financial Conduct Authority (FCA) has circulated a discussion paper on strengthening financial promotions rules, in particular in regards to any higher risk investments. What could any tightening of the rules mean for marketing professionals?
Riders on the investment platform storm
M&A activity in the platform sector has continued at storm force speed into 2021, writes Kat Mitchell.
Good Money – is ESG all its amped up to be?
Good Money Week kicks off this Saturday as ethical funds appear to be more popular than ever as the media spotlights investing sustainably. But does investing in ethical funds mean your investment returns take a hit, asks Kat Mitchell?
Brandon Consulting Services Ltd 