Best Practice

Best Practice | 15 Jan 18

Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.

Best Practice | 15 Jan 18

Carillion’s imminent liquidation and £587m (€660m, $805m) pension shortfall has put increased pressure on the UK Government to tackle the sustainability of defined benefit (DB) schemes in an up-coming white paper, according to an Old Mutual Wealth pensions expert.

Best Practice | 15 Jan 18

City of London financial planning firm Investment Quorum has notched up a double milestone, celebrating its most successful year to date and a decade running an in-house investment management arm.

Best Practice | 12 Jan 18

Unmarried Scots, even those who have lived abroad for long periods, have a right to raise a claim to a partner’s estate in the event of separation.

Best Practice | 12 Jan 18

The Financial Conduct Authority will collect data from every UK firm that advises on defined benefit (DB) pension transfers, as part of a probe into practices across the market.