Best Practice
Best Practice | 1 Mar 17
Life companies ‘hiding’ behind the Law of Agency
Life companies should better vet their advisers rather than hide behind the Law of Agency and claim they are not involved in any mis-selling that occurs, says Simon Willoughby, head of proposition at Utmost Wealth Solutions.
Best Practice | 28 Feb 17
UK redefines financial advice in line with Mifid
The UK will go ahead with plans to change the definition of financial advice so that regulated firms will only be giving advice when they provide a personal recommendation.
Best Practice | 28 Feb 17
Challenging the status quo of an ‘outdated industry’
As independent chartered financial planners and an Investors in People ‘champion’ firm, we aim to defy traditional approaches within the cross border financial marketplace, says Sam Instone, chief executive of AES International.
Best Practice Adviser Awards | 27 Feb 17
Why all int’l advisers must pay attention to the UK regulator
The trouble with retirement planning is that there are many different rules and regulations as successive governments add their stamps to the way we save for and use our pension pots.
Best Practice | 22 Feb 17
UK advice body touts gov’t financial health check vouchers
Every working adult in the UK should be offered a voucher for a financial health check session with a professional financial adviser, the Personal Finance Society (PFS) has recommended.