Financial advisers could use the requirements of the Mental Capacity Act 2007 coming into force this year to help to establish professional connections, says Standard Life.Estate planning specialist Julie Hutchison says in Scotland the cost of registering a power of attorney is around 35 but the cost in England is expected to be over 100.Last […]
Was the Budget good for your clients?Yes 12.5% No 87.5% No “It was good for some and not for others but the truth is that fewer will win than lose, a typical trait of the Budget in recent years.”John Doney, Capital Tower IFA Yes “It was a pretty neutral Budget but I would lean towards […]
Bupa Group Risk has set up an online system that enables intermediaries to generate a quote and buy cover within 30 minutes. The platform offers a range of group protection products suitable for smaller schemes.
Advisers are avoiding putting all their eggs in the passives basket Few advisers have wholeheartedly taken on board the arguments for index-tracking and put all their eggs in the passives basket. Indeed, advisers are deeply split in their attitudes towards passive investing. There is no denying funds in passive investment vehicles have been on the […]
A weekly account of the curious goings-on in the world of financial services Fussy financial felines With the average salary for financial advisers continuing to grow, one has to wonder what privileges immediate family members are able to enjoy. Perhaps most important to the families that own them are cats. Thanks to Twitter, WSJ can […]