Investing through retirement, not to retirement

Life doesn’t stop at 65 and neither should investing. But it should be adjusted over time to reflect the changing client risk appetite, which is where a smooth glide path comes into play.

Best Practice | 12 Jun 18

Pension checklist for changing job

It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.

Africa | 12 Jun 18

What advisers should look for in a platform

The rapid development of the offshore platform space means that advisers can sometimes be spoiled for choice. But what should they be looking for?

Best Practice | 8 Jun 18

Athletes and chefs taking up financial advice as second career

People with no significant financial services experience are being encouraged to look to the pensions and investment advice sector for a second career by a financial services network.

Best Practice | 8 Jun 18

Tax investigators could get greater search warrant powers

The UK’s Serious Fraud Office and HM Revenue & Customs could be given the right to apply for a search warrant independently of the police under modernisation plans.

Best Practice