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United Kingdom

Advice businesses must adapt to survive and thrive

Best Practice | 13 Apr 17

Advice businesses must adapt to survive and thrive

Changes in regulation coupled with a transformation in client expectations and increased use of technology means financial advisers need to review their business model to ensure they have a business that is future fit, says Old Mutual Wealth’s Mike Leeson.

UK pension transfer risks rise for investors and advisers

Best Practice | 12 Apr 17

UK pension transfer risks rise for investors and advisers

The sharp increase in people transferring out of defined benefit (DB) pension schemes poses risks for investors and the industry, says Tom McPhail, head of policy at Hargreaves Lansdown. His warning comes as the UK’s pension transfer industry remains under close regulatory scrutiny.

UK advisers face extra FSCS levy despite fall in Sipps claims

Tax & Regulation | 12 Apr 17

UK advisers face extra FSCS levy despite fall in Sipps claims

The UK’s Financial Services Compensation Scheme (FSCS) may still impose an interim levy on life and pension advisers despite a fall in the average cost of Sipp-related claims.

Adviser pay hits ‘all-time high’ in the UK

Best Practice | 11 Apr 17

Adviser pay hits ‘all-time high’ in the UK

The average salary earned by UK advisers has hit an “all-time high”, according to latest research by recruitment consultancy firm BWD Search and Selection.

UK advisers told to clearly signpost ‘advice’ and ‘guidance’

Tax & Regulation | 11 Apr 17

UK advisers told to clearly signpost ‘advice’ and ‘guidance’

UK advisers will need to make clear the difference between “advice” and “guidance”, according to proposals published by the Financial Conduct Authority (FCA).

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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.