Best Practice

Best Practice | 8 Apr 24

Nearly two thirds of HNWIs are unaware of the size of their pension pots

Women were less familiar with their pension pots than men on average

Greg B Davies

Best Practice | 21 Feb 24

How to meet financial regulation in the letter and the spirit of the law

Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies

High Court sanctions Link’s £230m Woodford redress scheme

Best Practice | 9 Feb 24

High Court sanctions Link’s £230m Woodford redress scheme

Transparency Task Force considering an appeal

Golden scales of justice on a brown leather bound book engraved with the title Consumer Protection, together with a gavel and yellow office folders on a wooden table

Best Practice | 5 Feb 24

Woodford redress scheme ‘changes the game’ for consumer protections, campaign group warns

Removal of FSCS protection could have severe consequences for wealth managers, according to Transparency Task Force

Greg B Davies

Best Practice | 31 Jan 24

Advisers have rich opportunity to treat investors more like humans, not robots

Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours