Page 3 - Technical Connection News Today

Advisers face challenges in identifying vulnerability. One is that clients may not realise their circumstances are a source of vulnerability and, even if they do, they may not volunteer that information.

The annual allowance in its current state isn’t really sustainable, with the rigid parameters that don’t really take into account the cost of the benefits that are accruing, ultimately penalising some for a good pay rise.

HSBC Life will be looking at how the onshore bond is a too often a forgotten source of income for clients.

One of the programmes on TV when I visited my grandparents was Dad’s Army. The show had many strengths, the most outstanding was its memorable characters and catchphrases.   

Financial advisers are largely underestimating the number of clients that could qualify as vulnerable under the Financial Conduct Authority's (FCA) guidelines, recent research from Technical Connection, part of St. James's Place (SJP), has shown.

There is a worrying stereotype attached to the financial advice sector: it is interested only in clients who have accumulated a large amount of wealth — so it can easily acquire assets under management. This translates to a tendency to serve clients who are old, who have paid off their mortgage and who have a defined

Good morning and welcome to your Morning Briefing for Wednesday 29 June, 2022. To get this in your inbox every morning click here. Protection Duty  Here at Money Marketing we have endeavored to raise the profile of protection. The Consumer Duty applies to adviser firms of all sizes and we have been looking at how it

There is a stereotype about the financial advice sector: it is only interested in clients who have accumulated a large degree of wealth so it can acquire assets under management easily.

Advisers are not sufficiently broadening their service to the younger demographic, with just a quarter seeking new clients under 35, according to the findings of St. James’s Place’s (SJP) latest report.

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