The pension reforms offer a great opportunity for financial advisers to attract new clients and grow their business. As product providers look to sell new propositions and unscrupulous firms solicit consumers to put their money in esoteric investments, the general opinion is that the new rules have brought to the forefront the need for advice. […]
The idea of “insistent clients” conjures up the notion that long-standing clients will somehow morph into unruly teenagers who won’t do what they are told. Clearly that is not the case. But neither are advisers jumping the gun here. Advisers are right to be agitated about the lack of clear regulatory guidance about how to […]
Taking place on Wednesday 24th June at the Jumeirah Carlton Tower Hotel, Knightsbridge, London the Platforum D2C Conference will provide the setting for key industry experts to debate what good looks like for a direct proposition and how to maximise opportunities presented by the pension freedoms. Driven by the change in regulation, pension freedoms and […]
Advisers urged to reduce IHT bills through pensions.
The National Association of Pension Funds (NAPF) recently published its 40th annual survey of workplace pensions. The survey looks at both defined benefit and defined contribution schemes.
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- How much are advisers charging for pension transfers?
- Ros Altmann: Good pension not always enough for a good later life
- SJP shuns new CII exam in favour of in-house programmes
News and expert analysis straight to your inboxSign up