Industry
43% of Brits over 55 unaware of tax-free pension rules
Retirees need to consider ‘key things’ before they take their lump sum
Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
HMRC orders two firms to stop selling tax avoidance schemes
Companies face £100,000 fine if they fail to comply with the UK taxman
Best Practice | 7 Jun 23
European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level