72% of Brits never completed a ‘pension Will’
Expression of wish is a ‘valuable piece of evidence’ for trustees establishing the right beneficiaries
Best Practice
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Inflation protection fast becoming a hot topic for advisers
As Square Mile report shows the hunt for income is becoming less of a priority
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CII unveils career development platform in Middle East
It is suitable for members in the region at every stage of their profession
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Brooks Macdonald rolls out investing network for HNW women
It is available to female savers with at least £500,000 of investable assets
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Advice firm shut down plans need ‘significant’ work
As FCA warns businesses to assess their financial resources
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CII unveils career development platform for advice sector
Following feedback from professionals wanting more support on how to further their progression
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Advice network unveils financial planning subscription service
To give clients ‘the tools they need to make better decisions’
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How advice firms should deal with vulnerable clients
‘There is a need for extra care to ensure their unique circumstances are taken into account’
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How pension age rise will impact retirement plans
It ‘is not the end of the changes we will see’ in the sector
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Advice firm no longer accepting business from Russian citizens
As it makes charitable donation towards the re-housing of displaced Ukrainian families
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Client engagement is top priority for advisers in 2022
75% of firms have seen an increase in customers over the past twelve months
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Women make up less than a fifth of FCA-approved individuals
President of the PFS discusses the main reasons the industry should tackle the issue