10 Jan 2024

The future of decumulation advice

Tony Hicks | Head of Sales, Copia Capital When the FCA sent out a second questionnaire to advisers as part of its thematic review of retirement income advice, the implication was that the information it had received so far hadn’t put the issue of decumulation advice to bed. The review, which kicked off in June, […]

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10 Jan 2024

Wealthtime Platform enhancement: online verification check

We are introducing new online verification functionality to the Wealthtime Platform to cut the time it takes to complete data protection checks when calling us. The new functionality is available now. It improves on our current process by making things significantly more efficient, whilst maintaining the same high standards of security. Online verification process As […]

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11 Dec 2023

Season’s greetings! Our festive opening hours are here 

As we take time to relax and enjoy the festive period, we want to thank our users for their support throughout the year. We truly appreciate the trust you’ve placed in us and we’re grateful for the opportunity to support your business.  We’ll still be here to help if you need to contact us over […]

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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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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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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 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 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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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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