Just Group
Take-up of pension advice and guidance ‘going backwards’
FCA data shows 40% of decumulation products were bought by DIY savers
Best Practice | 15 Jul 22
Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience
7IM boosts retirement planning services with partnership
It wants to create flexibility for financial advisers and their clients
Advisers apply brakes on clients gifting money to children
As early lump sum donations may leave them short in their later life
Best Practice | 4 May 21
Is pension nudge plan doomed from the start?
FCA wants providers to do more than just signpost Pension Wise guidance