Divorce rate pushes women to seek advice

Greater numbers of UK women are seeking financial advice due to increasing rates of divorce and the rise of female entrepreneurs, but the industry still lacks diversity and is struggling to attract female IFAs.

Best Practice | 11 Sep 17

Liars using money saving expert to con victims

A host of dodgy companies and scammers are “trying to leach off the hard-earned reputation” of website MoneySavingExpert.com and its founder Martin Lewis.

Best Practice | 8 Sep 17

No safety net for life policy part surrenders

HM Revenue & Customs will be able to review “disproportionate” tax bills slapped on people who withdraw money from their life policies but “it is crucial that this isn’t seen as a safety net”, warns Old Mutual Wealth tax and financial planning expert Rachael Griffin.

Best Practice | 8 Sep 17

Intelligent Money launches platform for inactive IFA clients

Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.

Asia | 8 Sep 17

Hansard and Fidelity unveil retail client risk profiling tool

Isle of Man-based savings provider Hansard International has teamed up with global asset manager Fidelity International to launch a tool to help financial advisers identify the risk profile of retail clients.

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