Professional Partners
One of the objectives of Magus is to assist other professionals in providing a solution to their clients financial planning and investment needs. Magus has formed close working relationships with several firms of accountants, solicitors and other professions, and understands the special relationship which exists between a professional adviser and his/her client.
With the increased burden of compliance risk most firms, even those who previously provided financial advice themselves to clients, now outsource this service.
Our service to professional firms concentrates on the needs of the professional firm and their clients.
The result is MAGUS PROFESSIONAL PARTNERS: a service which enables professional firms to choose the level of assistance, which is appropriate for them and their clients.
We value the relationships we have built with other professions, as they, in turn, value the relationships they have with their clients. Magus Professional Partners is designed to enhance both of these relationships.
As a result we have developed a monthly TECHNICAL BRIEFING for our partner firms. This will enable our partner firms to keep up to date with some of the topical issues that may be affecting their clients.
We have also created a LIBRARY of useful documents that may help firms make informed decisions on how to establish, maintain and market a financial planning service to their clients.
We provide bespoke partnerships with:
- Solicitors
- Accountants
- Business coaches
- Share Scheme Specialists
Latest Technical Briefings
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Fixed Income Risk in Portfolio
With interest rates near historical lows, some investors may be anxious about a possible rate climb and its potential impact on their fixed income investments. Rising interest rates typically cause existing bonds to lose value. While investors might hold short-term instruments to manage this risk, an interest rate decline could spoil this strategy by forcing investors to reinvest in lower yields when their short-term instruments mature....login to read more
"Keeping Mum" with Confidential Information
The recent appeal case of Tchengulz v Immerman; Immerman v Immerman [2010] EWCA civ 908, has highlighted the importance for all professional advisers in relation to the information they keep, how they make this information available to others and how they deal with information which their own clients may have improperly obtained.
....login to read moreThere will be more pensioners in the future and those pensioners will live longer. This will put a massive strain on the State pension system.
To alleviate this burden, the Pensions Acts 2007 and 2008 make changes to the Basic State Pension, the State Second Pension and introduce new employer duties for pensions. A new pension scheme has been introduced called the National Employment Savings Trust (NEST)....
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