The government want people to be able to access their pensions through new pensions freedoms. On behalf of Ovation Chris has submitted evidence to show a change in the regulatory approach is needed. This will ensure pensions continue to pay a regular income and those who access their pension fully understand the future consequences of doing so.
For many years now we at Ovation have been uncomfortable with traditional ways of assessing a person’s attitude to risk. Ten questions Some of the deficiencies were obvious to us. One example is the use of set questions such as ‘How would you feel if markets went down by 20%’. These can be pretty blunt … Continued
We spend quite a lot of time thinking about ways we can improve all aspects of our business, including the service to clients. Yesterday we held the latest in a series of Project X meetings (working title), all about how we can change Ovation for the better.
It’s no secret that there is a shortage of new blood in our industry. The average age of a Financial Planner in the UK is 58, compared with 44 for Barristers and 39 for Doctors. Imagine, then, our delight when one August morning in 2015 we found ourselves interviewing Tom Morris…
One of our advisers overheard a telephone call recently where a longstanding client said “Oh, you do life assurance too?” It came as a bit of a surprise to us that they didn’t know, so we thought it would be a good time to remind you of all the things Ovation is able to do.