Insights
Are pension freedoms still the right approach?
Increased uncertainty poses very clear challenges for the provision of pensions and advice, says FCA chief
Sharp up-tick in ultra-wealthy – study
Researchers note ‘sharp acceleration’ in numbers of multi-millionaires and their net wealth
Top 9 destinations for the cost-conscious UK expat
With the UK cost of living now 103% of average family income, more will consider a life abroad
Best Practice | 18 Jul 18
Are advisers overlooking a huge client pool?
Women are getting wealthier but remain reluctant investors. Shifting the tone of financial conversations with female clients could open up a massive and under-served demographic for advisers.
Best Practice | 12 Jul 18
Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.