Stay updated with breaking news from Dan Murrell. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
The trend of the breakaway adviser will grow significantly over the next five years and we will see this given as much focus as the current consolidator drive. In fact, it will become the bigger challenge for the consolidators.
For Sipp schemes, making sure nomination forms are up to date should mean beneficiaries have the choice of drawdown or lump sum and can, therefore, if there is an excess on death before age 75, avoid a fiddly income tax charge altogether.
We need a national pensions champion. Someone that breathes unending positivity into saving for the long term.
There are a number of advisers who do not see the benefit of cashflow modelling (and therefore, by definition, true financial planning) but it can tell a client so much
If advisers can capture a share of those 4.2 million people who should be taking advice, then we will have added to the health of our sector and accomplished something that has so far alluded Facebook.