Brits face caps on time spent at EU second homes
So-called ‘swallows’ face restrictions on how many days they can be at their property
Best Practice
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Intelliflo rolls out open banking for advisers
It will give them a ‘more realistic understanding’ of their clients’ financial situation
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Defaqto unveils drawdown guide for advisers
‘Perfect storm’ created by pandemic shows need for planners to sharpen focus on risk
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Legal & General launches free retirement planning course
In a bid to help older clients, who are more likely to face long-term unemployment due to pandemic
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‘Too many scandals’ prompt FCA to take action
Aim is to ‘ensure people can better navigate financial services to invest for the future’
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Is working from home a viable long-term strategy?
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
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PFS calls on insurers to improve customer experience
Following International Adviser investigation into discrimination against some clients
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How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death
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Schroders and Lloyds joint venture unveils adviser academy
It will ‘address a national need to repopulate the wealth advice sector’
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Investment manager unveils ESG encyclopaedia for advisers
‘There is so much noise at the moment that it’s difficult to get a clear idea’
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Advice academy to roll out tax and law courses
Comprehensive training will ‘foster a new generation of advisers’
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CII bolsters Saudi Arabia adviser education programme
It is a ‘very significant development for the Middle East’s insurance and financial planning sectors’