Thought leadership
How Wren Sterling helped out in the Coronavirus crisis
Up and down the UK, a volunteer army has been supporting the NHS, carers and key workers to keep the UK moving and delivering vital services to those most in need. Covid-19 has tested everyone to some degree but it’s pleasing to see the country pulling together. This is what some of Wren Sterling’s people [...]
How will technology advances affect financial advice?
Artificial intelligence, open banking, robo advice, blockchain, virtual reality – all hot topics in financial services innovation as brands try to understand how they can most effectively engage their customers, better understand their circumstances and monetise their connections using the latest technology. In the financial advice market we’ve been hearing these phrases for several years [...]
How political risk affects investments
Investment managers consider political risk when making investments. At the moment there’s a lot of...
Alternative investment strategies for your portfolio
A first-hand account from Jasmit Bahia, about how recent changes have affected his BTL portfolio.
Is Buy-to-Let on the way out?
Analysis of the changes upsetting the BTL market from property specialists, John Charcol.
What to do when someone dies
What does the executor need to do next? How do you register a death? How do you obtain probate? All...
The Federal Reserve should do the right thing
Trump, China, Russia, Brexit - 2019 could be another unpredictable year, but Jon Cunliffe of Charles...
The importance of pension scheme governance
Now that contributing to employee’s pension is compulsory to compliance, the importance is shifting...
Best practice in running a business, key financial reports and cloud efficiencies
A growing trend in working life is for people to begin businesses later on in life, sometimes to pha...