I do a bit of research, chair The Investment Network and run Vanguard UK Platform Awards, oh, and no,longer try to referee rugby! Too bloody old!
Petersfield
Joined May 2011
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The Platforms Association acquires the UK Platform Awards professionaladviser.com/4533… via @profadviser
Vanguard UK Platform Awards: The full shortlists revealed professionaladviser.com/4533… via @profadviser
VUKPA 2026: Platform of the Year and adviser finalists announced professionaladviser.com/4533… via @profadviser
'No news is good news': Spring Statement stability welcomed
No mention of potential loss of IHT housing allowance and fact that you don't own a pension (trustees do). The advice industry is asleep!
professionaladviser.com/4526… via @profadviser
'Still time' to reconsider IHT/pensions as receipts continue climb professionaladviser.com/4517… via @profadviser
How can you be charged IHT on something you don't own? You cannot gift a pension fund (it's in a trust). You cannot gift the benefits in your will (it's still in a trust)
wealthmanagement.com/retirem… This is fascinating, especially the bit about financial plans being a tool to sell a product. I agree that financial issues are subject to too much change too quickly for that.
Schroders UK Platform Awards 2025: The full shortlists revealed! professionaladviser.com/4516… via @profadviser
Schroders UK Platform Awards: Adviser and platform of the year shortlists revealed! professionaladviser.com/4516… via @profadviser
Holistic care advice: Developing a strategy to retain/attract female clients professionaladviser.com/4411… via @profadviser
According to Harriet Harman, 85% of women become widows. Advisers need to ensure that they are financially prepared for this. Tony is quite right.
Timeline launches first multi-asset fund in bid to simplify investing for advisers professionaladviser.com/4413… via @profadviser
Looks like another winner for Abraham and Timeline
Gifting, annuities and onshore bonds surge as IHT shake-up looms professionaladviser.com/4413… via @profadvisers
Apparently, one third of advisers don’t expect to recommend more annuities this coming year! Really?
Schroders UK Platform Awards 2025: Voting now open professionaladviser.com/4413… via @profadviser
You’re quite right. Many decisions are debatable, different refs will argue between themselves; many infringements don’t matter in the context of the game. Safety is the prime consideration, then equity, then, law. That is the basis of refereeing rugby.
A proactive strategy to navigating geopolitics | McKinsey
What’s good for CEOs is good for investors. That said, I’m a passive investor and will leave all the analysis to the big brains out there! mckinsey.com/capabilities/ge…
MorganAsh introduces customer support tracking to vulnerability platform professionaladviser.com/4412… via @profadviser
A survey published today found that the vast majority of UK voters believe climate change is happening and is man made. The exception is Reform voters. Odd that they are also largely Brexiters and Trumpers. In other words - nuts!
To all soccer fans, if you want to true, genuine, passion from players and crowd, genuinely tough sportsmen giving everything, tune into BBC 1 at 4.45 for Wales v England.
O’Dwyer defends Royal London’s arms stocks exclusions citywire.com/new-model-advis…
Ethical is a subjective term. My ethics are probably different to yours. For me, not to invest in arms is unethical. Nothing whatsoever to do with ESG.
