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Financial and investment advice

Articles on financial planning and advice, from our leading edge monthly magazine, FS Focus.

Fund management

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With Brexit negotiations under way, is it a good time to move your funds? Chisomo Kaferawanthu provides some insights.

Brexit Priorities

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With Article 50 negotiations under way, Clea Evagorou evaluates the planning priorities for financial services firms for the next two years.

Fund houses cut bonuses

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Asset management staff in the UK and US had their bonuses cut in 2016 due to volatile markets, pressure on money management profit margins and increased compliance costs.

FCA probes impact of asset manager failure

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The Financial Conduct Authority has expressed concern that a ‘disorderly failure’ of an investment manager or portfolio could completely disrupt the financial system.

Is time running out?

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With IFRS 16 implementation drawing ever closer, Peter Westaway explains how relevant parties will be affected.

Pension Pressure

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Antony Barker, Santander’s pensions director, explores the impact on banks’ stability and solvency measures posed by their pension risks

It's (not) all about the money

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Social investments are becoming more popular by the minute. John Braybrook takes a look at exactly what it means to do good while investing.

Who do you trust?

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Les Cameron explores the reality of leaving your death benefits to loved ones and why a spousal bypass trust could be a more attractive option.

Upon clarification

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Debt management firms can take many different forms. Paul Leech explains the Financial Reporting Council’s requirements to be a CASS debt management firm.

In a future age

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Alan Sheriff and David Taylor outline what a “Day in the life” might be like for a hypothetical financial planner in the 2020s, and give a broad outline of how the industry could evolve to that point from today.

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