New guidance on pensions and divorce
Guidance for actuaries, financial advisers and lawyers advising clients who are divorcing has been updated to tackle the “huge disparity” of pension provision among such couples.
Source: theactuary.com
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Advisers entering the industry need to 'play the game'
It is important those who want to enter the advice industry, learn to “play the game, particularly when it comes to working with the regulator, delegates heard.
Source: professionaladviser.com
Do clients need a firm retirement date?
Financial advice around retirement is geared towards what clients want to achieve and how they can achieve it.
Source: moneymarketing.co.uk
Are pensions the best fit for the self-employed?
Perhaps other savings vehicles are more suitable, especially if designed for the needs of the self-employed
Source: moneymarketing.co.uk
Do we need distinctions between digital, hybrid and full advice?
In the financial advice market, clients are offered digital, hybrid and full advice solutions. But do these labels provide clarity for clients or do they just create confusion?
Source: moneymarketing.co.uk