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A recent meeting of industry representatives looking at the Berkeley Burke SIPP defence in their appeal against the FOS has led them to draw some worrying conclusions about the way the Regulator has been going about their business, especially with regard to this specific case.
 
 
   
 
 
 
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Assessing ESG risks within real asset investments is far from straightforward. Mark Versey and Stanley Kwong use five case studies to illustrate the balance of ESG risk factors that affects investment decision-making, beyond simply trying to be ‘green’.
 
 
 
 
 
 
 
 
The FCA has now issued their final rules on a second tranche of remedies PS19/21. One of the key points is that pension providers must give consumers in decumulation annual information on costs and charges. Here FundsNetwork briefly summarised the main areas from the Policy Statement.
 
 
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Do you have clients looking to downsize? Our research shows almost half of those wanting to downsize couldn’t find a property to match their needs. 
 
 
 
 
 
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Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis Investments, Royal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions.
 
 
   
 
 
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Convincing clients to underpin their assets with protection may be difficult, but it’ll probably be worth it, for adviser and client...

 
 
   
 
 
 
 
 
 
 
FundsNetwork have created a checklist to help your due diligence around keeping your clients' data and assets safe.
 
 
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The purpose of an investment committeeis to oversee the group investment strategy from a number of perspectives and to ensure that the best interests of both the business and its clients are at the core of all investment activity.
 
 
 
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