Best Practice

Best Practice | 27 Mar 18

Easing the advice requirements for transfers of guaranteed pensions to overseas schemes “could have been a recipe for disaster”, AJ Bell senior analyst Tom Selby said of the UK Government’s decision not to scrap the requirement to take financial advice.

Best Practice | 26 Mar 18

Managing client complaints that could put a firm’s good name on the line must be at the heart of a standard planning process.

Best Practice | 23 Mar 18

In any service industry, the question of ‘when?’ can be just as important as ‘how much?’ when it comes to remuneration, explains Danny Knight, director at Old Mutual Wealth Multi-Asset.

Best Practice | 22 Mar 18

The Financial Conduct Authority has released figures on pension freedoms that product providers have described as “concerning” and “do not make for comfortable reading”. International Adviser spoke to industry experts to get their thoughts on the data.

Best Practice | 22 Mar 18

The UK has lost its reputation as a top destination among high net worth individuals, who have been left disenchanted by the direction of government policy, prompting an outflow to more attractive jurisdictions.