Best Practice
Best Practice | 6 Sep 17
Rachael Griffin talks technical expertise in the financial planning process
Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.
Best Practice | 5 Sep 17
Complaints against SJP up but Sesame worst advice offender
The UK’s Financial Ombudsman Service (FOS) received 22% more new complaints against St James’s Place in 1H17 compared with 2H16 and, despite a drop in the number of complaints against Sesame, the network remained the most complained about advice provider.
Best Practice | 5 Sep 17
MPs to vote through new UK non-dom rules ‘within days’
New rules for the taxation of non-domiciles are likely to come into force this month, back-dated to take effect from 6 April.
Best Practice | 5 Sep 17
Anti-scam warnings on fake pension websites tricking investors
Rogue pension websites are carrying anti-scam messages to try to trick UK consumers into believing that they are legitimate businesses, The Pensions Regulator (TPR) has warned.
Best Practice | 1 Sep 17
IFA firm says remote working boosted staff productivity
An Northern Ireland-based financial life planning firm that closed its headquarters for a full month in July said the remote working initiative boosted staff morale and productivity.