14 May 2024

Navigating the transition to retirement – now is the time to change gear

Tony Hicks | Head of Sales, Copia Capital | 14 May 2024 For professional advisers only The Financial Conduct Authority’s (FCA) recent review of retirement income advice makes it pretty clear what their direction of travel is – that advice firms need to reassess their existing retirement strategies, and any plans that leave clients in […]

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18 Jun 2024

Market update: Improved economic data

Richard Warne, Senior Portfolio Manager, Copia Capital For professional advisers only Despite a mixed start to 2024, recent gains on the back of improved global economic data and expected rate cuts are providing a more positive outlook for investments. Richard Warne, Senior Portfolio Manager at Copia Capital, gives an update on markets over the last […]

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25 Jun 2024

The 2024 General Election manifestos: a brief analysis

The lang cat | 25 June 2024 For professional advisers only The main parties have now all unveiled their 2024 General Election manifestos. But what do these pledges mean for financial services? We take a look at what we know so far about the different parties’ plans for pensions, taxation and the economy. Pension reform […]

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03 Jul 2024

Increasing CIP admin burden drives surge in outsourcing

Robert Vaudry, Managing Director of Copia For professional advisers only In theory, Centralised Investment Propositions (CIPs) are a great way of managing client money, saving time by standardising the proposition for multiple clients and streamlining a lot of the administration involved. Unfortunately, we’ve found that’s not the case in practice for many advisers. Two years […]

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11 Jul 2024

Patrick’s quarterly deep dive – Q2 2024

Patrick Mill, CEO For Professional Advisers only I think we’d all say it’s been a fairly eventful quarter. This second quarter concluded with a significant milestone: after the two-year battle to get inflation back on target, it finally happened. Attention then turned to the Monetary Policy Committee (MPC) to see how it would respond. Despite […]

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12 Jul 2024

What to expect from the new Labour government

Patrick Mill, CEO For professional advisers only Following a historic victory in last week’s general election, Keir Starmer is now the UK Prime Minister. With the dust settled on a dramatic campaign, let’s explore what the new Labour government has planned for pensions, tax, and the economy. While the details won’t be confirmed until the […]

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22 Jul 2024

The King’s Speech – what it means for you

Patrick Mill, CEO | 18 July 2024 For professional advisers only Following Labour’s comfortable majority on 4th July, political commentators have been waiting with bated breath for the King’s Speech and the first real taste of the new government’s plans. The speech, which is written by the government and delivered by the monarch, sets out […]

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07 Aug 2024

Market update: Economic activity continues a steady progress

Richard Warne, Senior Portfolio Manager, Copia Capital For professional advisers only Improving economic activity and decreasing inflation continued in the second quarter of 2024. Richard Warne, Senior Portfolio Manager at Copia Capital, gives an update on markets over the last three months and highlights some interesting investment opportunities. A positive start for risk assets It […]

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11 Sep 2024

De-risking your investment management: the benefits of co-manufacturing

Tony Hicks, Head of Sales, Copia Capital For professional advisers only Investment success sits at the heart of financial planning to help clients meet their long-term objectives. However, the increasing regulatory burden created first by MIFID II and now with Consumer Duty has made managing investments in-house increasingly complex. Since the introduction of MiFID II, […]

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