News

Regulatory pressure, coupled with the rise in inflation and the cost-of-living crisis, is placing a spotlight on how advisers deliver investment solutions for retirees. How can you ensure your approach is robust, compliant, and balances risk appropriately?

The Spring Budget announced by the Chancellor brought a shake-up in pensions regulation. As well as assessing the impact this will have on their clients, advisers may have to re-examine how they are offering retirement advice in this new light. Read on to learn FE Investments’ views on what the Budget means for advisers and their clients, and what additional pension changes could soon follow.

Advisers are already faced with a huge amount of information when it comes to ESG and investments. However, they require access to clear, detailed and comparable reporting on ESG, if they are to meet both clients’ needs and regulatory requirements.

Being an IFA means putting your clients’ needs and goals at the forefront of your service. We interviewed Matthew Wiltshire, award-winning Chartered Financial Planner and Managing Director at Niche IFA, asking him what a good financial advice process consists of.

With the addition of James Hay, our Managed Portfolio Service is now available on 12 leading platforms – with more to be added this year. For professional advisers only.

FE Investments’ managed portfolios added to Dynamic Planner’s risk based financial planning technology

With the costs of bespoke discretionary fund management (DFM) becoming increasingly hard to justify for many investors, FE investments has today launched a new range of managed portfolios for clients who want a bespoke service without paying excessive management fees.

Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments.

At FE Invest, our investment philosophy is built around managing and adjusting risk to deliver optimal returns for clients. Below we look at 5 key investment successes our robust methodology has offered in 2018.

As everybody is getting into the festive spirit – we thought we’d use the 12 Days of Christmas song as inspiration to look at 12 ways FE has helped Advisers this year.  So why not grab a mince pie and scroll through our year in review...

Retirement planning used to be simple, an investor had a long period of accumulation which ended up with the buying of an annuity at retirement which provided a guaranteed income until death. Pension freedoms changed everything as investors are now much likely to enter drawdown in retirement.