26 Jul 2023

New platform. New name. New possibilities. 

Welcome to Wealthtime Classic Patrick Mill, Wealthtime CEO After months of hard work, we’ve hit the switch and become Wealthtime Classic! It’s time to enjoy a new platform and new possibilities for you and your clients. What’s changed?Take a look when you get a chance. You’ll find a refreshed and revitalised website and a new […]

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10 Aug 2023

Where to find value in current markets

Joanne Benson, Head of Investments, Copia Capital After a positive first quarter, investors grappled with a range of macroeconomic factors, resulting in mixed asset returns in Q2. Q2 review Broadly speaking, equities continued the upward trend we saw in quarter one. Sterling investors saw a 5% increase in global equity returns during the quarter, with […]

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10 Aug 2023

See it. Say it. Sorted. (or else)

Guy Anderson, Director of Retirement Income Distribution, Just Guy Anderson, Director of Retirement Income Distribution, discusses the challenges Consumer Duty is laying at the door of retail investment platforms in ensuring good outcomes for their retirement income customers. I know many of us are using the trains less than we were pre-pandemic. However, you would’ve […]

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31 Aug 2023

Why not all smoothed funds mean smooth sailing for advisers

Nick Henshaw, Head of Intermediary Distribution at Wesleyan The adviser community will have noted that recently there has been a move by more big industry players to make smoothed and with-profits funds easier to access. A greater number of smoothed life and pensions funds are appearing on platforms for use by UK independent financial advisers. […]

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07 Sep 2023

What does it mean to be a co-manufacturer?

Robert Vaudry, Copia Capital Management With the 31 July deadline now a distant memory, you should by now have a firm grip on how the new Consumer Duty regulations impact your business. But one question that I find keeps cropping up from advisers is ‘What are the rules around co-manufacturing?’. The FCA have established three key […]

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06 Oct 2023

ESG Accord Initiative

Have you heard about the new ESG information website? Launched in summer 2023, it will offer compliance, education, CPD and regulatory analysis services. We’re proud to support this new initiative. It brings together everything you need to build ESG and Sustainability into your advice process – so you can deliver enhanced client outcomes. Visit the […]

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07 Nov 2023

Q3 Review: Mixed returns amid macroeconomic concerns

Richard Warne, Senior Portfolio Manager, Copia Capital Despite entering the quarter with a degree of optimism, driven by expectations that central banks would get on top of inflation, the third quarter continued to deliver mixed returns as investors navigated several macroeconomic concerns. Macro concerns shaping market dynamics So what happened over the last quarter? Inflation […]

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06 Dec 2023

What the Autumn Statement means for UK investments

Peter Wasko, Senior Portfolio Manager, Copia Capital In what is likely to be the last Autumn Statement before the general election, Jeremy Hunt packed over 100 measures into his House of Commons address. They covered headline-grabbing changes to National Insurance and workplace pensions as well as adjustments to benefits, planning rules, business rates, capital allowances […]

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08 Dec 2023

Stoking the fires of the entrepreneurs of the future – how to make adviser business ownership attractive again?

Keith Furniss, Director of Sales, Wealthtime It’s a rare week if there’s not a headline in the trade press declaring consolidator X has agreed a deal to acquire firm Y. But why? Over the course of each month, we speak to hundreds of advice professionals – from practice owners and consolidators, to advisers with more […]

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