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Andrew Tully: Are advisers ready to prove annuity advice?

Advisers’ processes must change when new rules come into force from March March will see the introduction of the FCA’s annuity comparison requirements, following its policy statement PS17/12 last year. Few people will argue with the aim of helping people get the best deal at retirement. However, there are a number of significant flaws around […]

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Financial jargon putting women off investing

Adviser’s overuse of financial jargon, a lack of confidence, and an increased perception of risk have led to a disparity in the uptake of investment advice between men and women, research from HSBC shows. The HSBC data shows women are more likely to think their friends and family do not want to talk about investing, […]

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Your top 5 queries about chargeable events

So far this year, members of Canada Life’s ican technical team have answered over 3,000 queries from advisers on a wide variety of subjects. One of the main topics of conversation has been chargeable events, and below are the top 5 most common queries. No. 1. Entitlement to personal allowances The growth in the value […]

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