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 | 20 Jun 18

Adviser profitability thrives in a post-RDR world

The good times are rolling for UK financial advisers, at least, that is, according to the Financial Conduct Authority’s recent Data Bulletin.

Best Practice | 19 Jun 18

Why the GDPR affects advisers and their clients – no matter where they are based

The General Data Protection Regulation (GDPR) is the biggest overhaul of European data protection and privacy law for more than 20 years. It came into force on 25 May 2018 and is designed to harmonise data privacy laws across Europe, improve data security and reinforce the obligations of organisations that hold and store data.

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