Best Practice

Best Practice | 29 Jan 18

Aegon’s “arduous” pension transfer process is creating barriers to stop customers transferring out and risks them becoming immune to red flags and falling victim to scams, the chief executive of PensionBee wrote in an open letter to her Aegon counterpart.

Best Practice | 29 Jan 18

A petition has been set up to get the UK Government to scrap the “unfair” and “discriminatory” 25% charge on qualifying recognised overseas pension scheme (Qrops) transfers.

Best Practice | 29 Jan 18

Advisers should act now to make sure their clients make the best use of allowances as the countdown starts for the end of the UK tax year. Click through the slides to see the Prudential technical team’s list of actions advisers should consider.

Best Practice | 26 Jan 18

Mifid II will kill the mistaken notion that all funds cost the same, Nucleus chief executive David Ferguson says.

Best Practice | 26 Jan 18

Advisers and consultants have voiced concerns about the consistency and accuracy of information amid fears that the broader investment industry will take another reputational hit.