Advisers split over DB transfer insistent client rules

Advisers are split on whether or not they should be allowed to transact against their own recommendations. The issue of so-called “insistent clients” has been thrust into the spotlight as the number of defined benefit pension transfer requests has increased since the pension freedoms. Under the Government’s rules, those with more than £30,000 in safeguarded benefits must […]

Three years of Modi: what next for India?

Kunal Desai, Head of Indian Equities. Three years ago India’s Prime Minister Narendra Modi swept into power in an historic election. The first party in the country’s history to govern without the need for coalition support, Modi’s BJP was voted in on the promise of an impressive reform agenda. Under Modi, India’s macroeconomic health is […]

Platforum for Advisers 2018

Platforum for Advisers is a new conference brought to you by Platforum. This event is aimed at meeting the concerns and interests of advisory business leaders. It will cater to over 120 delegated from financial advice firms; business owners, directors and senior managers. When: Thursday 11 October 2018Where: London Platforum for Advisers will explore the hallmarks […]


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