Hello. Here is our inaugural lang cat Newsround – a newsletter of the stories from the trades and elsewhere that peaked our interests though the week, with the usual smatterings of tongue-in-cheek and accessible erudition folk have come to expect from us.
By way of a disclaimer, while this may include articles that mention us and PR clients, generally stories are selected based on them being of interest within the trade and general news items we think are relevant.
It is to aid reading around, give an idea of the what’s going on in the financial services world and help promote discussion and journalism in the sector.
Hope you enjoy, here’s this week’s stories:
LANG CAT & CLIENT MENTIONS
Your rights when things go wrong
Nat pens an article that highlights options for consumers when something goes wrong.
Source: The Scotsman
How advisers are juggling altruism with growth aspirations
A view into the South African advice market and how the UK compares, featuring Boss Man Mark.
Source: Citywire SA
Financial planning ‘badly’ needed PFS £1m talent pledge – what next?
Nice to see the momentum gathering ground – HomeGame 5 set to pick up the baton in September…
Source: Professional Adviser
From little acorns: many a mickle makes a muckle
Ben Kumar of 7IM writes in the Scotsman about growth strategies.
Source: The Scotsman
Have asset management shares turned the corner?
“Aberdeen is firmly on a new path.”
Source: Citywire WM
People Moves: Clifton Asset Management adds Alex Kovach as chairman
Bristol-based wealth manager Clifton Asset Management has named Alex Kovach as chairman of its board.
Source: Professional Adviser
Andrew Tully: IHT reform brings more frustration than fairness | Money Marketing
If Nucleus’ technical services director Andrew Tully were to meet US political philosopher John Rawls at a imaginary dinner party it would probable end in a terrible argument. Rawls famously saw inherited wealth as unjust because he felt the inheritor didn’t earn the wealth. Andrew Tully might counter that still doesn’t justify IHT being overly convoluted and how does two counts of unfairness make justice. Eventually it ends up in a food fight (in my imagination anyway).
Source: Money Marketing
FINANCIAL PLANNING
Amanda Newman-Smith makes the case for a heavier investment in financial services.
Source: Money Marketing
Ruth Handcock: Is it time for financial advice to go leapfrogging?
Use AI and tech to address the advice gap says the Octopus Money CEO.
Source: Money Marketing
George Kinder: What separates therapists and planners
The man dubbed the father of the ‘life planning movement’ talks about his financial planning, good listening, clients and emotional intelligence
Source: Citywire NMA
REGULATION & POLICY
SFO charges six in ‘complex’ pension fraud investigation
The Serious Fraud Office (SFO) has charged multiple individuals with fraud related offences, following a complex investigation into the transfer of £75m in pension funds into storage units.
Source: Professional Adviser
Liam Coleman appointed as Fos interim chair – FTAdviser
He will chair until a permanent placement is found. The initial employment round proved unsuccessful.
Source: FT Adviser
Treasury leaves door open to ARs providing targeted support
This despite the FCA said in their consultation that they are working on the opposite basis.
Source: Citywire NMA
Although some don’t agree.
Source: Investment Week
PENSIONS & RETIREMENT
HMRC continues to see raft of pension tax overpayment claims
The latest pension flexibility statistics revealed a total of 12,767 repayment claims were processed in the second quarter of the year.
Source: Professional Adviser
CRAZY CAT STORIES
CatVideoFest Founder on the Biggest, Furriest and Funniest Edition Yet: ‘People Need Unbridled Joy’
Huh
Source: Variety
OUTSIDE THE TRADE
Donald Trump ‘caught cheating’ at his Scottish resort as caddie moves ball for him
This is so out of character and hard to believe.
Source: The Daily Record
Yes
Source: The Guardian
Sean McKinven is PR account executive at the lang cat
