Best Practice
Best Practice | 6 Feb 18
Watch out: Snoopers’ charter, day of the Mifid, UAE promo licence
As new regulations begin to challenge the individual’s right to privacy, some legal professionals are calling for test cases to try the law.
Best Practice | 5 Feb 18
Pension pot size a mystery for most
Three quarters of UK workers do not know the value of their pension fund, while a fifth of consumers aged over 55 will not trust anyone when it comes to getting financial advice, according the Chartered Institute for Securities & Investment (Cisi).
Best Practice | 5 Feb 18
Why best advice is about solving problems, not making money
Financial advisers must focus more on understanding clients and winning trust, or risk being side-lined, says international business consultant Brian Foster.
Best Practice | 5 Feb 18
UK launches £89m power of attorney refund scheme
Nearly two million people who paid for an enduring or lasting power of attorney look set to benefit from a refund scheme launched by the Ministry of Justice and Office of the Public Guardian (OPG).
South African advisers win praise for high learning standards
A dedication to career-long learning and meeting ongoing qualification requirements means certified financial advisers in South Africa are being praised around the world by industry experts.