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Nucleus launches post-Mifid client portal

Adviser platform Nucleus has today announced the launch of its new communication portal tool. Nucleus Go will allow advisers to engage with their clients digitally and is the platform’s first mobile-first offering. Clients will be able to access the portal on mobile and tablet devices to view their portfolios in real time and see payment […]

Ros Altmann
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Ros Altmann: Guidance is not good enough in new pensions landscape

With 10 million workers newly saving into pensions as a result of auto-enrolment, there is a tremendous opportunity to help more people plan for a richer retirement. However, without improvements in engagement with pensions and investments, this opportunity may be wasted. Indeed, the key to maximising that potential may well lie with financial advisers. The […]

Investment

Monitoring your managers and the importance of mandates

The Prudential Portfolio Management Group (PPMG), Manager Oversight team has created a rigorous set of procedures to underpin the ongoing monitoring and management of the various underlying investments within the PruFund proposition. Adrian Gaspar explores. The primary role of the team is to ensure the continued suitability of underlying managers. They also assess whether the […]

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There is one comment at the moment, we would love to hear your opinion too.

  1. Richard Allum 14th May 2019 at 3:43 pm

    Require by who? The firm they work for or the regulator?

    By the same do you mean the minimum Level 4 as per RDR or the same as the adviser they are working with, or an SPS, or CF30 or something else??

    Ability to ask a good question is essential 😉

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