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Best Practice

Best Practice | 7 Oct 20

How much has covid forced financial plans to change?

27% of advisers said clients have reduced how much they save and spend each month

Best Practice | 5 Oct 20

UK regulator urged to draft rules on pension guidance

Four million people could be missing out on free support ahead of retirement

Best Practice | 1 Oct 20

How have adviser academies been affected by pandemic?

The ‘new normal’ has posed a number of challenges when educating the next generation

Best Practice | 29 Sep 20

Brits face caps on time spent at EU second homes

So-called ‘swallows’ face restrictions on how many days they can be at their property

Best Practice | 23 Sep 20

Intelliflo rolls out open banking for advisers

It will give them a ‘more realistic understanding’ of their clients’ financial situation

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.