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Jackson Hole; a great place for skiing and policy making

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

Neil Birrell, Premier Miton’s Chief Investment Officer and manager of the Premier Miton Diversified Growth Fund, looks at the slowing economic growth rate and what the US Federal Reserve Bank said at its Jackson Hole (virtual) retreat.

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The crucial role of advisers (and cashflow models) in ‘no fault’ divorces

By David Downie, Group Chief Actuary, Embark Group

Embark Adviser newsletter

Is this the end of the blame game? In April next year, the Divorce, Dissolution and Separation Act 2020* – designed to allow married couples in England and Wales to issue divorce proceedings without assigning blame – comes into force.

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The Times They Are A-Changin’

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

It all seemed to have been going so well; vaccination programmes were being rolled out, COVID was a receding threat, economic activity was picking up strongly, the outlook was positive and, with the exception of how far inflation might rise, was reasonably predictable. But over recent weeks that scenario has been questioned.

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Retirement income doesn’t have to be as bleak as the outlook for yield

By John Stopford, Head of Multi-Asset Income, Ninety One

Embark Adviser newsletter

Faced with plentiful headlines about underfunded pensions or potential changes to the tax system for pension pots, retirees can be understandably confused when all they want is a steady, resilient income stream to fund a comfortable later stage of life.

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‘Financial Lives 2020’ – does it have messages for savings and investment?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.

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New evidence of the value of advice

By Scott Sinclair, Embark Group

Embark Adviser newsletter

What does investor behaviour during the pandemic tell us about the value of advice? Are advisers’ views on virtual meetings shared by clients? Why should ad-hoc advice be a menu option for some firms?

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