CONTENTS
contents
IN YOUR CORNER
6 In your corner Ken Davy discusses why , despite recent events , he believes there is still a bright future for advisers
ADVISER MATTERS
9 2021 adviser survey What did you tell us were your biggest opportunities and challenges for the year ahead ?
10 Supporting your business in 2021 and beyond How SimplyBiz is providing you with everything you need to meet the opportunities and challenges you have identified
14 Trust SimplyRefer as the end of the tax year approaches Introducing our award-winning tax efficient solutions available to all our firms
15 Discover the power of marketing Launching MyMarketing – our exclusive new marketing and communications solutions packages
12
How to have your cake and eat it thanks to Wealthify
150-point inspection
Making your tax efficient investment advice evergreen
EXCLUSIVE INTERVIEW
19 Simon Holmes , Director and Portfolio Manager in the Multi-Asset Team , BMO Global Asset Management Discusses ESG and gives his insight into this rapidly evolving area
55 A technology success story How Acorn to Oaks has harnessed technology in order to deliver efficiencies across the firm
52 45
Inside the DB pension transfer market
TECHNICAL TALK
22 The regulation forecast What might the year have in store for firms when it comes to regulation ?
26 Pensions with benefits What difference did the FCA ’ s transfer amendment make ?
24
4 | the adviser