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Articles by Sheun Oke
From policy seller to legacy builder
“She wanted the cheapest policy… until we talked about her dreams.” Once upon a Tuesday (because all good stories happen on Tuesdays), I met a client who thought financial advice meant picking the cheapest life insurance policy online. She had a thriving career, two energetic young children and a mortgage the size of a small castle – but no real plan if life threw her family off balance. At first, she asked me simply to “find the cheapest option”.
Chancellor ‘unsatisfied’ with OBR’s revised 1% growth forecast
The Office for Budget Responsibility has today (26 March) has revised down the UK economy’s 2025 growth forecast from 2% to 1%. In her Spring Statement speech, chancellor Rachel Reeves says she is “not satisfied with these figures”. “That’s why we on this side of the House are serious about taking action to grow the economy – backing the builders, not the blockers,” she added.
Government’s new fiscal rules ‘non-negotiable’
Chancellor Rachel Reeves has insisted the new fiscal rules set out in her first Autumn Budget last year are “non-negotiable” and reflect the government’s “unwavering commitment” to economic stability. In her Spring Statement speech today (26 March), Reeves said the increased global uncertainty has had two consequences: first, for the country’s public finances, and second, for its economy. She slated the former Conservative government for “borrowing beyond its means”.
FCA bans Robin Crispin Odey and fines him £1.8m
The FCA has decided to fine Crispin Odey £1.8m and ban him from the UK financial services industry for a “lack of integrity”. The regulator claims Odey deliberately sought to frustrate Odey Asset Management LLP (OAM) disciplinary processes into his conduct to protect his own interests. It added that he “showed reckless disregard for OAM’s governance”, causing OAM to breach certain regulatory requirements.
Sheun Oke: How to help clients weather the tax storm
Let’s face it, tax changes in the UK can feel like an unexpected rainstorm at a summer picnic. Just when your clients think they’ve got their finances in order, along comes a downpour of new tax policies, increasing their liabilities on income, capital gains and inheritance tax (IHT). As financial advisers, it’s our job to hand them an umbrella and guide them through the storm. One of the best ways to do this? Annual reviews.
The Book on Insurance : Virtual Pre-Launch Event
About this Event You are cordially invited to the Pre-Launch of “The Book on Insurance" – The Ultimate Insider's Guide to Protecting Yourself, Family and Business against Financial Misfortunes. Join us for an exclusive sneak peek at the upcoming book that will change the way you think about insurance. Discover valuable insights, tips, and strategies from industry experts. Don't miss out on this exciting opportunity to be part of something big. Are you ready to take charge of your financial security?
AMPS: Beleaguered legislators and regulators risk serious consumer harm
Trying to balance committee commitments lately, one brave soul admitted they had so much going on it was difficult to do anything other than keep their head above water. Others soon admitted the same. It was quite liberating to find you’re not the only one struggling to keep up with everything going on. And I suspect there are many more of you out there reading this feeling the same way.
Abrdn Private Equity Opportunities Trust changes name to Patria Private Equity Trust
Abrdn Private Equity Opportunities Trust (APEO), a FTSE 250 company founded in 2001, has changed its name to Patria Private Equity Trust (PPET). The name change follows the completion of the sale of Abrdn’s European Private Equity business to Patria Investments, a global alternative asset manager. The sale was initially announced in October 2023, with the APEO board consenting to the transaction in early 2024.
Here’s what an AI adviser will look like in three years: Client onboarding
Thinking about the artificial intelligence (AI) adviser of the future, we can expect significant advancements across various aspects of its operations. Following my first article looking at how the client acquisition process will change, I want to now explore the area of client onboarding. AI can streamline the client onboarding process by automating various tasks and leveraging data analytics to enhance efficiency and accuracy. Let’s look closer at each step: 1.
Dr Sheun Oke: Five effective strategies for selling more income protection
Congratulations, you made it to the end of the first quarter! One of the best industry conversations so far this year has been the mission to help more clients access income protection. Selling income protection can be highly rewarding for advisers, both financially and in terms of providing value to clients. Here are five strategies to help you boost your sales: 1. Understand client needs Take the time to thoroughly understand your clients’ financial situations, occupations and lifestyles.
Is bigger definitely better when it comes to pension schemes? | Money Marketing
For years now there have been discussions around getting pension money to work harder for the economy. The chatter on the subject got louder in the summer of last year with the chancellor’s Mansion House Reforms and then again around the time of the Autumn Statement. ‘Productive finance’ had been a phrase bandied around increasingly frequently prior to that. But while the government wants more from pension schemes, it appears to want fewer of them.
Atomos investment offering overhaul pays off after a year
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The Morning Briefing: A day of acquisitions and appointments
Good morning and welcome to your Morning Briefing for Wednesday 31 January 2024. To get this in your inbox every morning click here. New chair for One Four Nine National advice firm One Four Nine Group has appointed Chris Merry to the role of chairperson, Money Marketing can reveal. This makes Merry the first chairperson appointed by the business, which launched in October 2021.
Sheun Oke: Seven ways to maintain the new year momentum
The start of a new year is the perfect time for financial advisers to shine. Personally, I stopped having new year’s resolutions a couple of years ago because I realised they never worked as well as they should. I have learnt instead to focus more on habit changes carried out on a daily basis. So, let’s maintain the momentum of a new year burst of energy and look at seven simple yet crucial steps to set the stage for roaring success: 1.
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