Best Practice
Chinese millennials – an untapped client pool for advisers
Only 44% of Chinese people aged 18-34 have started saving for retirement
Best Practice | 9 Aug 18
Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
Best Practice | 6 Aug 18
Top tips for retiring to Malta
Avoid retirement regret by asking these key questions before making the big move to Malta
Best Practice | 31 Jul 18
New regulations for DB pension transfer advice
Five years on from the introduction of auto-enrolment, and three years on from pension freedoms, the UK retirement planning landscape has undeniably changed. David Denton, head of international technical sales at Old Mutual Wealth, explains.
Best Practice | 30 Jul 18
The benefits of a Family Investment Company
People wanting to protect and maintain control of family wealth are increasingly turning to family investment companies. Ravi Francis, senior associate solicitor at Irwin Mitchell Private Wealth outlines the benefits and drawbacks of using such a structure.