Advisers who fail to offer life insurance, income protection and critical-illness cover could lose their independent status. In December’s retail distribution review consultation paper, the FSA says only 40 per cent of investment advisers currently sell all three protection products but warns that the 60 per cent of investment advisers who limit their advice to […]
The introduction of ground-breaking pension freedoms in April 2015 has created some uncertainty for employees and employers alike, and they are looking for help. With further changed announced in the summer Budget, employees really need help to understand how the changes affect them.
Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]
By the end of this month, either Boris Johnson or Jeremy Hunt will take up residence behind the world’s most famous black door. The race to succeed Theresa May gets more interesting by the day. And if it were supposed to be a virtual coronation for Boris, then someone should have told Jeremy Hunt, who […]
Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?