Companies
Aviva tops ombudsman complaints for life and pensions
Phoenix Life and Prudential also high on investors’ hitlist during first half of 2019
Long-term financial wellbeing a concern for ‘young’ UK savers
But 74% are confident of reaching their investment goals
Best Practice | 11 Sep 19
Advice firms need to embrace softer skills
Both men and women need to be more emotionally astute
Hong Kong regulator fines HSBC $2.1m
Private banking arm failed to record over 5,800 client order instruction calls
Fifth of UK advisers don’t want younger clients
But majority of firms would change their marketing approach to use more tech and social media