Best Practice
Best Practice | 18 Jul 17
Defined benefits solvency concerns driving clients into Sipps
Rising concern about the future viability of UK defined benefit (DB) pensions schemes is driving demand for transfers into self-invested personal pension plans (Sipps), according to research published Tuesday.
Best Practice | 18 Jul 17
Advisers at risk from ‘inappropriate’ DFM agreements
Thousands of financial advisers could fall foul of Mifid II for having the wrong type of intermediary agreement with their discretionary fund managers, the Personal Finance Society has warned.
Best Practice | 17 Jul 17
Insistent clients piling the pressure on advisers
Clients with high transfer values for final salary schemes are piling the pressure on advisers when they disagree with their recommendations, research from Prudential has found.
Winners of inaugural Global Education Trust Awards unveiled
A professional body granting qualifications for competence and ethical behaviour in the financial advisory sector has announced the recipients of its awards aimed at rewarding financial literacy among university students.
Best Practice | 17 Jul 17
UK pension transfer changes – what are the risks for advisers?
The FCA has proposed overhauling the rules for advising on DB to DC pension transfers. Rob Morris, partner at RPC, looks at the risks these changes create for financial advisers and their insurers.