Advisers slate providers over sluggish service on urgent client requests

Advisers are concerned providers show no flexibility in handling urgent cases related to legacy products, even those where clients are critically ill, instead sticking to processes that can lead to long waiting times for responses. Advisers speaking to Money Marketing are resigned to the fact obtaining information on legacy products can be painfully slow. Grosvenor […]


DB trustees should flag availability of transfer values, report says

Royal London has published a discussion paper with pensions lawyers Eversheds Sutherland to help defined benefit trustees handle members interested in transfers. It aims to help trustees understand both what the law requires of them and what good practice might look like. The paper calls on trustees to make members aware that transfer values are […]

Phil Wickenden: Financial planning is about more than what you know

As legislators and regulators across Europe – Brexit bit between their teeth – are poised for all sorts of eventualities, advisers can at least rest assured change is the constant on which they can depend. But in the midst of seemingly constant flux, it can become easy to bow to what is insisted upon and […]


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