Q&A with Professor Di Maggio: What advisers can learn from our adviser research
Insight into the characteristics of some of the most successful firms in the world
Products
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Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
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Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
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The FCA’s action plan: How could it help cash savers?
After BofE revealed £250bn is sitting in deposits that don’t earn interest
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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Standard Life rolls out annuity
It will target customers focusing on ‘certainty and security’
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UAE to launch end-of-service scheme for private sector employees
It will include three main investment options
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IFGL Pensions makes product changes
This includes closing the Acorn Lite Sipp to new business from 1 September
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Insurance group sets up end of service gratuity arm in DIFC
Operation will administer workplace savings schemes
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Later life adviser platform rolls out annuity referral system
It is ‘vital that advisers have a wide range of solutions for their clients’
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DB transfer values fall by 8%
As 95% of cases reviewed in June raised at least one scam warning flag
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Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs