Blog

  • Another Year Ends...

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    This is my final blog of the year, and what a year! Where did it go? It is certainly true that the older you get the quicker time seems to pass; this time last year I was preparing to leave to spend Christmas in New Zealand, and as the tied old cliché goes “it only seems like 5 minutes ago” As you may have read in my last missive, we have spent mos...
  • The Retail Distribution Review

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    As we head inexorably towards January 1st, a new year with a ‘brave new  world’  for retail financial services, most managers and business owners like myself,  have been working flat out to make the changes to their business necessary to cope with the enormous practical and philosophical alteration to the way we do business, otherwise known as the...
  • USA reflections - by Paul Beard (Executive Chairman and Founder)

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    Having just returned from a three week trip to the USA (two weeks of which was for business reasons) and with the Olympics getting underway I felt that amid the darkening economic skies, a lighter tone was called for to open this U.S. centric Blog. So, on this light note, I am continually amazed, amused and occasionally mildly aggravated by the ina...
  • Where do we go from here? Greece, the Eurozone and the future of the British Economy

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    I was never a fan of Mr. Brown as either Chancellor or Prime Minister, but he must be given enormous credit for one decision and that was to persuade Mr. Blair to drop the idea of Britain joining the Euro. I agree with the general consensus amongst political commentators and financial journalists that this will now never happen (or, at least, not i...
  • Does the right hand talk to the left hand in government?

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    This particular question has no doubt been asked, cynically or otherwise, many many times over the years but I can think of no better example affecting our industry than a problem which is currently affecting thousands of people taking income from their pension funds. Within the last 12 months we have seen the government reduce the maximum drawdown...
  • Welcome to our new blog!

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    We will be updating this blog regularly so please come back and visit us!