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    The description :the number one weekly newspaper for the independent financial adviser with the most respected journalists in the business. mm’s multi-award winning team of reporters work across our weekly newspaper a...

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skip to content sign in/register search menu pensions regulation investments platforms tax business protection the uk edge events top story pensions advisers business company news pensions fca drops life insurance probe into scottish widows the fca has dropped its investigation into scottish widows in relation to its thematic review into the fair treatment of longstanding customers. the regulator says there is “insufficient basis” for taking any enforcement action against the provider. the fca says it will be raising a number of issues uncovered as part of the investigation with the […] 12 th june 2018 9:18 am 12 pensions advisers pensions regulation ros altmann: my solution to the db transfer advice debacle the six million people in defined benefit pension schemes who could be enticed by the high transfer values on offer are causing much consternation among parliamentarians, the regulator and financial advisers. the fca has found a significant proportion of transfer advice to be unsuitable or questionable. its latest consultation suggests big changes to the way […] 11 th june 2018 10:38 am advisers advisers business consolidator snaps up yorkshire ifa consolidator afh has bought york-based advice firm corville financial services for up to £2.9m. the acquisition is afh’s eighth so far for the financial year. afh has already paid £1.47m with the rest of the projected purchase price to be paid in two lots over 26 months, subject to performance. debbie and nick burchall will […] 11 th june 2018 8:23 am latest pensions distribution pensions platforms regulation abi chief: we can’t be a museum piece abi chief executive huw evans on platforms, brexit and the future of pensions 12 th june 2018 12:41 pm 1 advisers advisers business regulation adviser banned over fake qualifications the director of a one-man financial advice firm has been fined and disqualified by the fca for issuing false qualification documents. darren cummings, of northern irish firm dcc financial, fabricated two statements of professional standings, claiming they were issued by the cii. according to a final notice, the fca found the sps 1 and sps […] 12 th june 2018 11:07 am regulation advisers business regulation compliance tip: remove the gap in your approach to vulnerable clients the issue of how firms treat vulnerable clients is not a new area of focus for the fca but the regulatory scrutiny shows no sign of abating, with concerns forming a common thread throughout its 2018/19 business plan. many firms are still struggling to ensure that vulnerable clients are identified and supported throughout the customer […] 12 th june 2018 10:46 am 1 investments equities investments pensions graham bentley: equity income the only game in town for pension portfolios actively managed funds are the best way to obtain the holy grail that is dividend growth 12 th june 2018 10:40 am platforms advisers lifetime isa platforms aj bell second adviser platform to offer lifetime isa aj bell has launched a stocks and shares lifetime isa on the investcentre platform, becoming second adviser platform to offer the product since it launched in april last year. transact was the first adviser platform to offer the lifetime isa. aj bell starting offering a lifetime isa on its direct platform in june last year. […] 12 th june 2018 9:02 am technology advisers pensions retirement retirement income technology finalytiq founder’s withdrawal rate app completes funding round an app aimed at helping advisers understand how retirement strategies will fare under different market conditions has completed a seed funding round, with backers including interactive investor chief executive adam seale. timeline was set up by finalytiq founder abraham okusanya last year in response to pension freedoms. it uses empirical research, asset class returns, inflation […] 12 th june 2018 8:42 am 3 platforms advisers platforms can platforms keep up with product governance rules? new regulations are causing confusion over which parts of the advice chain are responsible for checking products are appropriate for particular clients. the product intervention and product governance sourcebook, or prod, is part of the fca’s handbook and concerns the manufacture and distribution of financial products and services. the rulebook was introduced under mifid ii […] 11 th june 2018 3:09 pm 1 investments advisers investments blog: advisers hold the key to vitality’s investment success after 18 months in the pipeline, we finally got a look under the bonnet of vitality’s new investment proposition this morning. in both accumulation and decumulation, the insurer is attempting to revolutionise the investment space by offering either bonuses or fee reductions for investing early, investing over a long period and, most importantly, for keeping […] 11 th june 2018 3:05 pm talking points commented commented paul lewis: ‘i would never recommend a restricted adviser’ ros altmann: my solution to the db transfer advice debacle nic cicutti: why can’t advisers get it right with millennials? db transfer advice challenger eyes 10-day suitability reports fca figures reveal average advice firm profits fos dispels ‘myths’ about bias against advisers regulators preparing template for db transfer details needed by advisers would quotas solve the gender equality problem in financial services? ian mckenna: fca must name and shame badly behaving robos top 10 tips for young financial advisers news investments business investments regulation fraudster ordered to pay increased confiscation order a man who was jailed for defrauding 300 investors through a trading scam has been ordered to pay more than £30,000 to avoid a longer sentence. benjamin wilson was sentenced to seven years jail in 2014 after running a scam through an unauthorised dorset frim. wilson took £21.8m from investors between 2003 and 2010, many […] 11 th june 2018 2:47 pm 1 advisers investments platforms vitality launches in-house funds in health investment push vitality has entered the investment and platform markets in a bid to encourage healthier lifestyles through financial incentives. the health insurer has set up a new company, vitality invest, to run its own funds and investment platform for the first time. in an adviser-only offering, it is attempting to provide additional incentives to investors who […] 11 th june 2018 1:05 pm pensions company news pensions platforms pension consolidator joins abi as platform member pension consolidator pensionbee has joined the association of british insurers as a platform member, the third company to do so after hargreaves lansdown and vanguard. pensionbee was set up in 2014 and last year sold a stake in its business to state street global advisors. the abi started its platform membership category last year. pensionbee […] 11 th june 2018 12:18 pm distribution advisers business company news old mutual names price for quilter shares old mutual plc has revealed the prices in its global offer for shares in the former old mutual wealth. the price range has been set between 125 pence to 155 pence per ordinary share. now rebranded to quilter, under old mutual’s managed separation strategy the business will be the first breakaway from the parent group to […] 11 th june 2018 11:00 am investments advisers alternatives company news investments lgim acts against companies failing to tackle climate change legal & general investment management has removed eight global companies from its future world funds range for not confronting the effects of climate change. from the start of the june, the future world funds did not hold the following companies: china construction bank rosneft oil japan post holdings occidental petroleum dominion energy subaru loblaw sysco corporation the […] 11 th june 2018 10:52 am 2 pensions advisers pensions retirement retirees not recklessly spending pension wealth older people are holding onto their savings and are reluctant to spend money impulsively, according to research from the institute for fiscal studies. a survey published today looking at how individuals use their wealth once they retire finds many are not drawing down as much wealth as they could. it says, on average, individuals will […] 11 th june 2018 9:04 am 1 eu referendum brexit company news investments politics fund houses slow to unveil brexit contingency plans just 22 of the 57 largest fund and wealth managers with significant uk operations have revealed plans to relocate staff or offices after brexit, analysis from ey has found. the financial times reports that european union investment hubs, such as dublin or luxembourg are struggling to cope with demand from firms applying to for regulatory […] 11 th june 2018 8:58 am 3 investments advisers investments sjp fund changes put segregated mandates under the spotlight experts are debating whether the segregated mandate model is coming under pressure as one its most prominent users, st james’s place, makes a raft of fund manager changes. in january, sjp replaced axa investment management as the manager of its £3bn balanced managed unit trust after 11 years running the mandate, replacing it with us-based […] 8 th june 2018 12:51 pm regulation pensions regulation recruitment bosses plead guilty after posing as staff to stop workers’ pension payments two directors and five senior staff of a national recruitment agency face sentencing after they were found impersonating temporary workers in order to opt them out of their workplace pension scheme. workchain directors phil tong and adam hinkley and five senior staff were prosecuted by the pensions regulator for an offence of unauthorised access to […] 8 th june 2018 12:48 pm 7 regulation advisers business pensions protection regulation retirement fos dispels ‘myths’ about bias against advisers the financial ombudsman service has challenged the view it is biased against advisers and takes an inconsistent approach to the profession in rulings. lead ombudsman caroline mitchell criticised several “myths” advisers have about the body at ’s retirement summit yesterday. she says it is not true fos will rule against an adviser if they […] 8 th june 2018 11:16 am view more opinion 2 advisers advisers technology clive waller: if the computer can do it, it will do it there are still some in financial planning that deny the advance of technology. or, more to the point, that radical change will occur. thankfully, they are a minority. it is easy to forget how far we have progressed. at the start of the millennium, the typical adviser’s workload centred on valuations for portfolios. our first […] 7 th june 2018 2:53 pm distribution advisers company news distribution platforms editor’s note: old mutual needs to keep its advisers happy through big change it’s not easy to restructure a £110bn company. old mutual’s separation and rebrand has been two years in the making and has another two to go before the advice and platform businesses planners know so well fall under the new banner of quilter. it’s not an accident that old mutual took the quilter name – […] 7 th june 2018 10:50 am 1 technology advisers investments technology ian mckenna: invesco deal removes question mark over intelliflo’s future the inevitable question for any intelliflo customer this morning, after the news that the business has been acquired by invesco is, what does this mean for me? it is almost exactly five years since hg capital invested in intelliflo and the business has gone from strength to strength in that period. private equity firms typically […] 6 th june 2018 1:40 pm 9 advisers advisers business nic cicutti: why can’t advisers get it right with millennials? it was naive to think advisers would focus efforts on the opportunities here. instead, the robos have won this column is all about naivety. mine, if you must know. it is also to do with an article i was recently commissioned to write for a consumer finance magazine. i will start with that part of […] 6 th june 2018 10:50 am 2 investments investments regulation lee robertson: the futile hunt for fund board independent directors new rules from the fca require fund groups to appoint at least two independent directors to their boards in an attempt to enhance transparency in governance and ensure investors’ interests are known and supported. this is a huge step forward for fund groups. more and more often they have to deal with unit holders at […] 4 th june 2018 12:37 pm 6 advisers advisers regulation scott gallacher: compliance processes can harm clients i am convinced the government sees regulation as a great, free solution to each and every one of the world’s problems. and, to be fair, from its perspective it probably is: simply create some rules or, better still, a regulatory authority to oversee some aspect of business, have businesses pay for it via levies and, […] 1 st june 2018 11:09 am 11 pensions advisers pensions regulation intrinsic chief: why i support contingent charging a ban would worsen customer outcomes in most cases the report earlier this year from the work and pensions select committee on british steel pension schemes is not ambiguous when it comes to contingent charging. it wants a ban. the report offered several examples of poor behaviour, which have no place in our modern profession and only serve […] 31 st may 2018 12:50 pm 1 pensions pensions regulation gregg mcclymont: expect big change on pensions crystal ball gazing is not recommended. best left to astrologists and their followers. but a reader asked me a question recently which caught me short: what happens from a regulatory perspective when hundreds of thousands of people with little or no investment experience start retiring each year on defined contribution-only pensions and move into drawdown? […] 31 st may 2018 12:38 pm advisers advisers investments phil wickenden: financial planning must go hand in hand with investment management the reason the customer is always right is because if you insist they are wrong, they stop being your customer. most of them, at least. but that doesn’t mean you can’t or shouldn’t challenge them. what clients value from financial advice is, broadly, the trust that their finances are being taken care of by someone […] 31 st may 2018 10:50 am 1 regulation advisers technology editor’s note: the gulf between advice and robo is becoming clear “the scope for a major misselling scandal is very real.” that is how a lawyer friend of mine described the results of the fca’s review into robo-advice last week. i’m finding it hard to disagree with that verdict as it stands. it’s difficult to know where to start, as the list of deficiencies is pretty […] 31 st may 2018 10:50 am advisers advisers business claire walsh: why it is worth helping those who are not clients time and again when i meet people in a personal capacity and tell them what i do they recount some horror story, often decades old, which they say has put them off financial advice for good. it might be memories of being sold an endowment promised to repay their mortgage or being told to transfer […] 30 th may 2018 11:50 am view more analysis 1 regulation advisers business regulation the top financial promotion mistakes and how to avoid them save time and trouble by fixing these common compliance errors 8 th june 2018 10:10 am tax tax technical area tony wickenden: a radical alternative to iht reform a new report calls for the abolition of iht, and comes just in time to catch the attention of the government’s review of the tax you may have seen reference in the press to the intergenerational commission report from the resolution foundation on options for inheritance tax reform. it is extensive, thoughtful and pulls no […] 8 th june 2018 9:49 am 3 advisers advisers distribution vertically integrated firms duck in-house funds issue vertically integrated firms duck in-house fund disclosure 8 th june 2018 8:11 am investments emerging investments investment uncovered: newton investment management on the emerging markets revolution newton investment management’s robert marshall-lee: ‘if we have a trade war, you’ll have a recession everywhere’ looking into the future does not always have to be about making predictions. this is the thinking behind robert marshall-lee and his team at newton investment management when targeting returns of companies. for a concentrated emerging market fund, the […] 7 th june 2018 10:31 am equities equities investments richard buxton: for how long will uk equities remain this unloved? despite increasing numbers of corporate activists on company share registers, uk equities remain cheap relative to historic levels news from the bank of america merrill lynch global fund manager survey that global investors have never been so underweight uk equities comes as little surprise to this investor, given that the uk all companies sector has […] 6 th june 2018 3:04 pm business advisers business brett davidson: winning the war for talent as problems around recruitment intensify, keeping your staff fulfilled is vital the adviser recruitment issue is not going away, with pressure building due to the lack of fresh blood coming into the industry and a dearth of experienced and qualified candidates willing to move jobs. and have you tried hiring a paraplanner lately? not only […] 6 th june 2018 12:00 pm 5 technology advisers investments technology ian mckenna: fca must name and shame badly behaving robos the automated advice sector is at risk if the regulator does not make an example of those it has found to fall short of its rules the fca’s recent review of automated investment services represents the end of the honeymoon period for the regulator and robos, with findings highlighting problems around suitability, fee disclosure and […] 5 th june 2018 3:01 pm 1 regulation advisers business regulation alan hughes: is your dfm putting you at risk? the ‘agent as client’ model has come under the spotlight again, with concerns raised that advisers are being exposed to unexpected regulatory risk the issue of adviser/discretionary fund manager relationships has raised its head again – in particular, the “agent as client” model. despite the best efforts of some in the industry, confusion remains around […] 5 th june 2018 12:29 pm regulation regulation the fca tracker ’s digital wizards have pulled together a feed of all the latest news from the fca’s website. bookmark it and remember to check in for all your regulatory updates 1 pensions auto-enrolment pensions malcolm mclean: will auto-enrolment be just another wasted opportunity? auto-enrolment’s success will come tumbling down if contribution increases are not addressed properly you will not find many commentators who would deny that auto-enrolment has been a major success to date. certainly, the results so far are very impressive, with opt-outs at well below 10 per cent and membership of workplace pension schemes reaching record […] 1 st june 2018 12:34 pm platforms platforms platform pressure: dfm offerings latest to raise competition concerns are model portfolio platform deals stopping clients leaving? charges for model portfolios offered by discretionary fund managers on platforms have been called into question as the regulator’s deadline for publishing findings from its platform market study creeps closer. the fca is expected to publish its interim report on the platform market in the summer and […] 1 st june 2018 7:00 am distribution advisers distribution what uk ifas can learn from australia’s royal commission the british financial advice sector arguably faced its most difficult period in the 1980s and 1990s. advisers have been collectively working since then to regain the trust of the public and promote the need for expert advice, while working under tightening restrictions designed to improve ethical conduct and increase client protection. during the same period of […] 31 st may 2018 1:50 pm equities equities investments karen ward: has the outlook for equities changed? the us stock market hit its latest record in january but fears remain as low interest rates persist in the early weeks of this year, markets climbed a mountain of optimism, fuelled by a faith in synchronised global growth and ongoing loose global monetary conditions. three weeks into 2018, the s&p 500 had raced up […] 31 st may 2018 8:09 am view more most read read read paul lewis: ‘i would never recommend a restricted adviser’ how much are advisers charging for pension transfers? the future of old mutual: will a breakup be hard to bear? lifetime allowance 2018/19 increase confirmed but pensions absent intelliflo sold to invesco newsletter news and expert analysis straight to your inbox sign up take our poll tweets by @_moneymarketing the uk edge uk edge boe meeting: rates on hold amid mixed signals on the economy karen ward discusses the bank of england’s (boe) decision to hold its base rate of interest unchanged at 0.5% at its meeting today. 10 th may 2018 10:32 am uk edge the death of the high street, or just a new era? watch andrew robbens as he talks about how the high street has changed over the decades and gives his views on how adapting and changing will be the key to success for consumer businesses. 9 th may 2018 10:25 am uk edge behind the headlines: local elections with danby bloch editor, justin cash, and helm godfrey chairman, danby bloch, sit down to discuss the outcomes of the recent local elections and the potential consequences for the uk economy. 8 th may 2018 10:18 am uk edge how uk is your uk equity fund? chris skinner, portfolio specialist, takes a closer look at uk equity portfolios and finds that many funds have less exposure to uk companies than you may think. 28 th april 2018 10:42 am uk edge esg: a nice to have, or an important consideration? watch joanna crompton’s three short videos on investing with an environmental, social & governance (esg) approach to find out what esg means, why it’s important, and how her team puts esg investing into practice. 28 th april 2018 10:36 am uk edge investment committees: top tips after our recent roundtable on investment committees we sat down with the attendees to find out what their key take-aways from the debate were. 21 st april 2018 1:01 pm view more video politics politics mm wired on-demand: the impact of a corbyn govt on investments catch up with last week’s debate on what labour would mean for financial planners with former pensions minister steve webb and three leading advisers. 5 th march 2018 10:00 am 4 advisers advisers business famr regulation how are your fscs levies calculated? fscs levies are one of the biggest bills advisers have to pay. but how are they calculated? watch our video to find out advisers slam levy increases as fscs bills hit desks solving the fscs’ long list of problems fscs chief executive mark neale’s blog 15 th october 2017 9:00 am 2 regulation regulation fca chief bailey: 12 months in power fca chief executive andrew bailey has just marked his first year at the top of the regulator. asks: who is the man running the financial services show? watch: where do your fca fees go? 3 rd august 2017 8:05 am mm wired: beyond the election – on demand title: mm wired: beyond the election date: thursday 15th june time: 11am wired returned in association with the uk edge on thursday 15 june with a topical debate on the election results. to see the full on-demand version of this session, please watch the video above. panelists stephanie flanders – chief market strategist (uk […] 19 th june 2017 8:22 am acumen prudential advisers advisers investment trusts investments bank of gran helen o’hagan, technical manager at prudential, looks at some of the options to help fund the cost of going to university. an exciting time for children but not so much for their parents if they have not made financial provision to plan for this expense. and expensive it is! not only the major items like […] 8 th june 2018 2:55 pm neptune investment management investments investments argentina & the imf thomas smith, co-head of emerging market equities, neptune an interview with reza moghadam, who spent more than twenty years at the imf, where he shares his views on argentina’s negotiations with the imf… https://www.realworldinvestors.com/posts/team-talk/2407 investment risksthe value of an investment and any income from it can fall as well as rise as a result of […] 1 st june 2018 3:44 pm neptune investment management investments investments is the sovereign debt crisis returning? rob burnett, head of european equities, neptune investors are asking themselves if the sovereign debt crisis has returned to europe. the major question being, is italy going to leave the euro? how can we assess these probabilities? the latest eurobarometer data on italian public opinion is useful, particularly when compared to the uk and […] 31 st may 2018 12:01 pm neptune investment management amazon: inside a fulfilment centre ali unwin, cto & fund manager, neptune neptune’s ali unwin reports back from one of amazon’s 16 uk fulfilment centres: 400,000 square feet of warehouse space, miles of conveyor belts and 1,500 full-time employees to keep it running 24 hours a day. https://www.realworldinvestors.com/posts/team-talk/2403 31 st may 2018 11:19 am royal london asset management investments advisers investments rlam participates in historic green infrastructure project royal london asset management will be participating in a historic green infrastructure project that will add essential capacity to the capital’s sewers. in this article gail counihan, responsible investment analyst explains the project and introduces two key participants, ursula and millicient. read the article here past performance is no guide to the future. the value […] 23 rd may 2018 4:06 pm royal london asset management investments advisers bonds gilt corner: risk returns to markets, but gilts seem immune in the latest comment from our ‘gilt corner’ craig inches, head of rates and cash at royal london asset management looks at risk returning to markets, with sovereign risk beginning to rear its head across the globe. he also examines the gilt market closer to home and comments on the issue of one of the […] 23 rd may 2018 3:46 pm view more profile 1 advisers advisers business profile: worldwide financial planning boss on the gap banks have left in the advice market new worldwide financial planning managing director on getting his feet under the table and keeping robos in their place 8 th june 2018 12:48 pm advisers advisers business technology profile: lebc ceo on why advisers should learn from ‘click and collect’ lebc chief executive says advisers must change the way they let people interact with them it seems logical for businesses to consider widening access to their services if they want to grow. some might explore a new region to broaden their reach geographically. for others, offering a range of services that cater for different customer […] 4 th june 2018 1:03 pm advisers advisers business investments profile: goldsmith financial solutions founder on righting the wrongs in investment charges putting the client first is a mantra for many advisers who take pride in providing quality service and value for money. for ifa firm goldsmith financial solutions founder hannah goldsmith, this has meant refusing to play ball with investment groups that would charge her clients more in fees than the returns they would receive. “how much does it […] 31 st may 2018 12:02 pm view more advertise with us contact us cookies privacy website terms and conditions twitter linkedin © 2018. all rights reserved. built by interconnect / it centaur communications ltd (a member of the centaur media plc group) wells point, 79 wells street, london w1t 3qn. registered in england no: 1595235 close type anything and hit “enter” go close topics pensions regulation investments business db transfers tax mortgages platforms technology advisers politics debate news opinion analysis profile video wired the uk edge companies aegon aviva hargreaves lansdown intrinsic james hay legal and general old mutual openwork prudential royal london standard life aberdeen sjp succession group more newsletter sign up contact us twitter linkedin google+ advertise with us jobs cpd centre our related sites platforum taxbriefs mortgage strategy headlinemoney close sign in email password keep me logged in forgot your password? 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Domain name:
investmentforum.co.uk

Registrant:
Centaur Communications

Trading as:
Centaur Communications Ltd

Registrant type:
UK Limited Company, (Company number: 1595235)

Registrant's address:
Centaur Communications Ltd
St Giles House
50 Poland Street
London
UK
W1F 7AX
United Kingdom

Data validation:
Nominet was able to match the registrant's name and address against a 3rd party data source on 10-Dec-2012

Registrar:
Netnorth Limited [Tag = NETNORTH]
URL: http://www.netnorth.co.uk

Relevant dates:
Registered on: 04-Oct-1999
Expiry date: 04-Oct-2019
Last updated: 10-Oct-2017

Registration status:
Registered until expiry date.

Name servers:
ns1.centaur.co.uk 82.148.230.99
ns2.centaur.co.uk 82.148.227.99

WHOIS lookup made at 00:27:25 30-Oct-2017

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  REFERRER http://www.nominet.org.uk

  REGISTRAR Nominet UK

SERVERS

  SERVER co.uk.whois-servers.net

  ARGS investmentforum.co.uk

  PORT 43

  TYPE domain

OWNER

  ORGANIZATION Centaur Communications

TYPE
UK Limited Company, (Company number: 1595235)

ADDRESS
Centaur Communications Ltd
St Giles House
50 Poland Street
London
UK
W1F 7AX
United Kingdom
Data validation:
Nominet was able to match the registrant's name and address against a 3rd party data source on 10-Dec-2012

DOMAIN

  SPONSOR Netnorth Limited [Tag = NETNORTH]

  CREATED 1999-10-04

  CHANGED 2017-10-10

STATUS
Registered until expiry date.

NSERVER

  NS1.CENTAUR.CO.UK 82.148.230.99

  NS2.CENTAUR.CO.UK 82.148.227.99

  NAME investmentforum.co.uk

DISCLAIMER
This WHOIS information is provided for free by Nominet UK the central registry
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Copyright Nominet UK 1996 - 2017.
You may not access the .uk WHOIS or use any data from it except as permitted
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