Beware the pitfalls of the Lifetime Isa
Mailonline quotes Ros warning about the dangers of the Lifetime ISA and the potential for mis-selling and mis-buying. ( link to pdf )
Mailonline quotes Ros warning about the dangers of the Lifetime ISA and the potential for mis-selling and mis-buying. ( link to pdf )
FT Financial Adviser magazine highlights Ros’ concerns about inadequacy of FCA regulation in retail fund management industry and Woodford debacle. ( link to pdf )
ThisIsMoney comments on the closure of Woodford Funds and problems for retail investors, including Ros’ comments on inadequacy of regulation. ( link to pdf )
Ros’ views on the problems of allowing young people to take money from their pensions for a house deposit are highlighted in this Money Observer article. ( link to pdf )
ThisIsMoney article highlighting the injustice of Net Pay system. ( link to pdf )
Irish News repeats Ros’s warnings that Lifetime ISAs should only be sold with advice – ‘advice is nice’! ( link to pdf )
Reduce tax or NI relief if bosses pay themselves much bigger pensions than other staff – This is Money article. ( link to pdf )
Government financial guidance body needs to help people understand the value of financial advice – Ros column in Money Marketing. ( link to pdf )
Citywire – New Single Financial Guidance body should get rid of the word ‘advice’ from its functions. ( link to pdf )
Health Service Journal reports on our Webinar to help NHS staff improve financial wellbeing.