IMF's World Economic Outlook, the case for the return of SSAS, successful investors and balancing the letter of the law and client trust
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Welcome to the Embark monthly newsletter.
Covering a wide range of issues and topics relevant to financial advisers, articles are written by contributors from Embark’s businesses, as well as other partners and providers.
These articles are intended for regulated financial advisers and intermediaries only.
In this edition, we feature topical issues on the IMF's World Economic Outlook, the case for the return of SSAS, successful investors and balancing the letter of the law and client trust.
TIME TO PUT SSASs BACK ON THE TABLE
SSASs can provide a neat solution for a large pool of potential clients, and yet relatively few people outside the pension industry know about them. Why is that? Suitable for both small businesses and groups of directors at larger organisations, SSASs allow clients to address business financing and pension requirements in one; however, advisory support in selecting the right one is crucial…
Andrew Phipps,
Rowanmoor
GLOBAL GROWTH: WHAT TO WORRY ABOUT
The IMF’s latest World Economic Outlook forecasts a gradual recovery of economic growth, founded on the expectation that a group of emerging economies will return to their longer-term average growth rates. Yet, geopolitical tensions and other external risk factors loom close on the horizon, such as the ‘tariff war’ between the US and China, post-Brexit UK trade negotiations, and climate change…
Kim Catechis,
Martin Currie
There are two sides to any set of laws: the words themselves, and the intentions behind them. Overlooking the latter risks compromising client outcomes. Despite best intentions, establishing client confidence and compliance is about more than a letter-of-the-law approach…
Greg B Davies,
Oxford Risk
THINGS THAT SUCCESSFUL INVESTORS DON'T DO!
From starting without a plan, relying on just one investment, and ignoring taxes to overlooking how much they pay for services; find out just what investors don’t do and where financial advisers have a role to play…
David Norman,
TCF Investment
EVENTS
Embark Group is supporting TCF Investment on their roadshows throughout the UK in February and March. We invite you to learn more about the industry's latest topics and network with your peers.
Taking place throughout the UK and open to all financial advisers, we will present:
- our story so far
- a recap on the Tapered Annual Allowance and ways to help reduce the taper
- the lifetime allowance (LTA) and how to manage the LTA through retirement
- awareness of the second lifetime allowance test and unexpected tax charges at 75
David “DAN” Norman, joint founder of TCF Investment, will be presenting the:
- value of advice in 2020
- development of a practical centralised retirement proposition including PROD segmentation, and investment processes and philosophy
- platform DDQ checklist
Numbers at each session are limited and places are on a first come first served basis. Book today.
We hope you enjoy the newsletter and welcome your feedback on what you would like to hear from the Embark Group.
Kind regards,
Phil Smith
CEO, Embark Group
e. marketing@embarkgroup.co.uk
w. embarkgroup.co.uk
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