Intrinsic funds 58-week adviser training course
Students expected to stay as restricted advisers with Intrinsic for two years after qualifying
Best Practice
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Advisers admit to Common Reporting Standard worries
Old Mutual Int’l survey finds 59% of clients have concerns, while 34% of IFAs lack understanding
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Novia Global teams up with FEIFA
‘Increasing desire by advisory firms to use technology in far greater and more extensive ways’
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International Adviser Award Winners Announced
Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?
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Top 5 reality checks for retirement
As Anthony Gillham from Quilter Investors** explains, too many expats arrive at retirement thinking that their years in decumulation will be just like their years in accumulation. They couldn’t be more wrong. This puts the onus on advisers to make sure clients understand the realities of maintaining a pension pot for decades to come.
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Tips for reconnecting lost UK pension pots with their owners
Forgotten on misplaced pension pots are an escalating challenge for providers
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Contingent charging should be banned, says ex-FCA director
Mick McAteer believes there is ‘prima facie evidence for harm’ and the regulator was too slow to act
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UK regulator shelves contingent charging ban for DB pensions
Industry split as contingent charging likened to commission
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New rules for UK pension transfers
Changes outlined for qualifications, guidance and advice models
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Advisers may lose clients if they fail to embrace ESG
IFAs need to factor in younger clients’ concerns but a survey shows advisers want better ESG fund ratings
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6 key points about pensions tax relief
How the UK Government is encouraging people to save for their retirement
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International advisers more confident about fee transparency
Almost half of advisers have already transitioned their business model to take less upfront commission