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Draft standards

The Financial Services Skills Council has published drafts for the QCF level four specialist standards, as the Professional Standards Advisory Group signs off the final version of the core standards.

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Alternative thinking

Alternatively secured pensions are high on the list for change but do they have a place in retirement planning?

Benefits and hazards

Better Retirement director Keith Thompson warns that advisers must have a thorough understanding of a client’s income-related benefits and be aware of the pitfalls before recommending equity release

The flaw in Fisher’s claim

I have read many of the letters on this topic and am staggered that no one has yet spotted the obvious flaw in Towry Law chief executive Andrew Fisher’s statement. He says it is not physically possible to trace back who these clients are and, in doing so, demonstrates either an ignorance of basic business […]

Benefits of using a probate bare trust

Have you ever wondered what happens to someone’s investment bond on their death if it is not written in trust? When someone dies it is essential to deal with their estate, which can be made up of their home, belongings, investment bonds and anything else they may have owned. But, it is not as simple […]

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