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Best Practice

Best Practice | 25 Oct 18

Advisers list three client barriers to trusts

New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations

Annual drawdown review should consider de-risking with annuity

Best Practice | 24 Oct 18

Annual drawdown review should consider de-risking with annuity

Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients

Best Practice | 22 Oct 18

Annuity/equity mix may prove best retirement portfolio

Analysis suggests annuity/equity strategy will suit longer-lived better than bonds and equities

Fund Links Forum 2018 in pictures

Best Practice | 22 Oct 18

Fund Links Forum 2018 in pictures

A collection of photos from International Adviser’s Fund Links Forum 2018 and its two award ceremonies

Pensions Ombudsman investigates 150 British Steel complaints

Best Practice | 22 Oct 18

Do’s and do nots for pension scheme advisers

Avoid toxic phrases and use positive, plausible language to engage pension scheme members, says Invesco

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.