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As problems around recruitment intensify, keeping your staff fulfilled is vital The adviser recruitment issue is not going away, with pressure building due to the lack of fresh blood coming into the industry and a dearth of experienced and qualified candidates willing to move jobs. And have you tried hiring a paraplanner lately? Not only […]
Outsourced transfer advice is under scrutiny by the FCA. What is the safest solution for your firm and your clients? Soaring demand for defined benefit transfer advice has stretched adviser capacity to the max. And with over six million private sector DB members yet to retire, it is not going away any time soon. Even if […]
The Pensions Regulator’s chief executive Lesley Titcomb will step down as head of the organisation in February 2019, its board has confirmed. Titcomb joined the regulator in 2015 and will not renew her four-year contract that ends next year. High profile events during her tenure included TPR securing £363m for members of the BHS […]
There are still some in financial planning that deny the advance of technology. Or, more to the point, that radical change will occur. Thankfully, they are a minority. It is easy to forget how far we have progressed. At the start of the millennium, the typical adviser’s workload centred on valuations for portfolios. Our first […]
Parit Jakhria, Head of Long-Term Investment Strategy at Prudential, explains how his team operates to determine our long-term investment strategy to ultimately deliver outcomes for your clients. Recommendations & critical yieldThe Long-Term Investment Strategy Team (LTIS) determines the optimal strategic asset allocation (SAA) and the strategic hedging policies for Prudential’s multi-asset portfolio. As part of […]
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