Advisers list three client barriers to trusts
New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations
Best Practice
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Annual drawdown review should consider de-risking with annuity
Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients
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Annuity/equity mix may prove best retirement portfolio
Analysis suggests annuity/equity strategy will suit longer-lived better than bonds and equities
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Fund Links Forum 2018 in pictures
A collection of photos from International Adviser’s Fund Links Forum 2018 and its two award ceremonies
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Do’s and do nots for pension scheme advisers
Avoid toxic phrases and use positive, plausible language to engage pension scheme members, says Invesco
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How much do you need to retire?
Millennials £395,000 short on their pension pot estimates
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Making stress your business
UAE sits high on the list of countries with high stress levels at work, but this costly issue can be addressed effectively
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A new breed of paraplanner?
Paraplanners have become indispensable, say advisers, with their role set to expand further
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Intrinsic funds 58-week adviser training course
Students expected to stay as restricted advisers with Intrinsic for two years after qualifying
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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?