Pensions industry shuns cash-poor millennials

Millennials have largely been left in the lurch by pension providers who assume they are too cash poor or disinterested to engage with investing for their future.

Best Practice | 27 Jun 18

Wealth managers ‘taking advantage’ of clients’ trust

Half of UK investors don’t know what they are being charged by their wealth manager, according to UK discretionary manager Netwealth.

Best Practice | 27 Jun 18

Experts unite to set up Pensions Advice Taskforce

The UK’s Personal Finance Society has formed a taskforce to help provide strategic leadership and a voluntary code of professional standards for pension advice.

Best Practice | 22 Jun 18

Guernsey court limits trustee tax error rule

The Guernsey Court of Appeal has made a key judgement on a rule that allows trustees to correct decisions they made on the basis that there were unintended consequences – often unforeseen taxes.

Best Practice | 20 Jun 18

Older investors ‘de-risking too early’

Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.

Best Practice