IFAs need to be better at promoting the value of retirement advice
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
52% believe regulator will recommend that a different investment approach is required for clients in decumulation
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
It is ‘often the obvious next move’ for companies looking to expand
Developing and maintaining one can be ‘expensive’
Jargon is a problem, say advisers
FCA expected to enforce the rules ‘aggressively’
They have been labelled the ‘next sensible step in tax management’
Sipp provider names interim CEO, while UAE advice firm makes c-suite change
Swiss company names managing partner, while investment firm hires director of Italian distribution