Is working from home a viable long-term strategy?
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
Covid-19
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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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Clients want more from their advisers
Annual reviews and quarterly communications will not make the cut anymore
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‘Product-selling mentality’ left a gap in advice sector
‘Eat what you kill’ mindset meant there was little incentive to train the next generation of IFAs
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HMRC received 73,000 tax evasion tip-offs
Whistleblowing on the rise as general sentiment against evaders hardens
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Retail investors have been ‘resilient’ during pandemic
But financial advisers still critical to help clients navigate the next few months
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Expats in Spain risk tax residency if caught in covid lockdown
183 days remains the threshold even if people were unable to leave the country
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Liquidity issues to hit over 800 firms in coming months
755 advisory and intermediary companies received government-backed loans during pandemic
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Strategy revamp sees UK financial planner offer remote advice
Firm found 88% of consumers would be happy to conduct virtual meetings with their advisers
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How to enhance investor income if a second covid wave hits
In the current circumstances, clients ‘must be feeling like there is nowhere to turn’
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Life insurers pay out £90m during pandemic
Roughly 7,000 death claims were filed throughout the height of the crisis
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Investment firms warned about holding onto client funds
UK regulator expects monies to be returned if they are ‘unlikely to be reinvested in the short term’