Best Practice

Best Practice | 1 Nov 22

Advisers fear clients will not meet retirement goals

Savers with IFAs have greater clarity on how much money they need to have in later life

Best Practice | 31 Oct 22

UK financial advice firm unveils legal arm

To address client needs without having to outsource to third-party providers

Best Practice | 28 Oct 22

Should HNWs revisit financial plans amid rising costs and inflation?

Retirement, inheritance and gifting strategies may need to be adapted

Best Practice | 25 Oct 22

UK couples split pensions in just 13% of divorces

Numbers low even among those who included a financial settlement and women stand to lose out most

Advisers ‘can’t afford to delay preparations’ for Consumer Duty

Best Practice | 24 Oct 22

Advisers ‘can’t afford to delay preparations’ for Consumer Duty

They are in ‘real danger’ of letting the FCA’s deadline pass them by