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DB transfer values fall slightly in August

Defined benefit pension transfer values fluctuated mildly during August with a small fade over the month, according to the XPS Pensions Group transfer index. The reading was £233,000 at the end of July and £232,000 at the end of August. The difference between maximum and minimum readings was £4,100, or around 1.7 per cent. XPS […]

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How are networks ensuring advisers are competent?

If you are an adviser who is employed or running a firm under a major network or national, can you slip under the radar easier than advisers with no middle or upper management protection? On the education front specifically, are these advisers more likely to avoid the FCA’s latest move to sure up competency with […]

Highlight the tangible benefits of protection through value-added support services

Many clients aren’t aware that their protection policy can give them access to practical and emotional support for coping with bereavement or serious illness. Such additional services can really add value, and help your clients see the tangible benefits of protection. Scottish Widows Care comes with every protection policy at no extra cost and is […]

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