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Category: ARTICLES

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Categories

  • ARTICLES
  • NEWS
  • PRESENTATIONS
  • VIDEOS
Ten years on from UK’s pension freedoms, attitudes have come full circle

Ten years on from UK’s pension freedoms, attitudes have come full circle

Colin Clarke says we need to focus on the primary purpose of a pension There is a clear need to…
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It’s time to diversify portfolios by sector, not country

It’s time to diversify portfolios by sector, not country

Globalisation and growing dominance of US stocks have reduced potential for wealth managers to add value at regional and country…
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How serious is deglobalisation for investors?

How serious is deglobalisation for investors?

The world is now bracing for a new era, where the economic integration that has defined the past four decades…
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AI ‘transforming’ pensions administration, but still ‘long way to go’

AI ‘transforming’ pensions administration, but still ‘long way to go’

Trafalgar House finds that AI is beginning to play an ‘important role’ in admin Whilst artificial intelligence (AI) is beginning…
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Don’t lose sight of the member in the quest for value for money

Don’t lose sight of the member in the quest for value for money

Daniela Silcock says we need a proper breakdown of the costs of reform I am concerned about the cumulative costs…
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Why more support is needed to help avoid retirement savings shortfall

Why more support is needed to help avoid retirement savings shortfall

With some retirees facing nearly a decade of unfunded retirement, Jayesh Patel – Head of DC Clients at Legal &…
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How insurers have stepped up to solve the industry-wide illiquid asset challenge

How insurers have stepped up to solve the industry-wide illiquid asset challenge

There has been a step-change in insurers’ willingness to take on DB illiquid assets As UK defined benefit (DB) pension…
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The power of a holistic and behavioural approach in financial advice

The power of a holistic and behavioural approach in financial advice

The shift to outcome-based strategies   The future of wealth planning now lies in a holistic approach that integrates hyper-personalisation,…
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Family offices fuel AI push in private markets

Family offices fuel AI push in private markets

AI and automation is the most popular investment theme, now featured in 80 per cent of client portfolios, according to…
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Caught between Putin and Trump, Europe considers the unthinkable

Caught between Putin and Trump, Europe considers the unthinkable

A change of geopolitical orientation from the US has left European leaders in a dangerous conundrum, which could lead to…
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