Best Practice | 29 Jan 19
Put down the whistle and pick up the microphone
Creating a culture that encourages financial services employees to speak up about wrongdoing
Winners and losers in 2018 global wealth market
WealthX’s high net worth handbook reveals some big changes within the wealth sector last year
Click through the slides below to find out more
Accessing retail clients is a worry for UK firms post Brexit
Pimfa chief admits ‘the critical point for us is we want time’ after Brexit inquiry opens
Health & Protection | 28 Jan 19
FCA proposes ‘adviser-less’ pension investment solutions
The move would help stop 100,000 clients a year putting retirement pots into unfit investments
Tax & Technical | 28 Jan 19
The challenges of pension transfers for clients in poor health
Financial advisers are often called upon to impart recommendations on a variety of pension transfers when clients are in poor health. This could be in the form of defined benefit (DB) pension transfers or transfers where safeguarded benefits are involved, such as guaranteed annuity rates. Even pension switches with a view to access flexible benefits […]