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Advisers have no ‘risk appetite’ to carry out DB transfers
With nearly half considering leaving the space within a year
Retail investors have been ‘resilient’ during pandemic
But financial advisers still critical to help clients navigate the next few months
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Vanguard exits Hong Kong
Firm has ‘future aspirations’ in Asia to serve Chinese individual investors in mainland China
How UK expats can avoid ‘eyewatering’ pension tax penalties
Building up a big nest egg could come with a sting in the tail