Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
Source: international-adviser.com
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Majority of advisers expect LTA to be reintroduced in the future
Just under three-quarters of financial advisers expect a future government to re-introduce the lifetime allowance (LTA) in some form.
Source: moneymarketing.co.uk
The Morning Briefing: @sipp due diligence and hope for legacy platforms?
Good morning and welcome to your Morning Briefing for Thursday 8 June, 2023. To get this in your inbox every morning click here. @sipp non-standard asset reduction Sipp and Ssas company @sipp has released its new due diligence guide, which delves into the company’s financial strength, strategy and Consumer Duty
Source: moneymarketing.co.uk
Advisers slate platforms over poor service levels
Platform providers have been criticized over their service levels as advisers say they want more done to address the issue. Advisers bemoaned the lack of good service across the platform sector.
Source: moneymarketing.co.uk
Intelliflo partners with SS&C to launch 'industry changing' wealthlink
Intelliflo has partnered with SS&C Technologies and has launched wealthlink a UK-first, which allows advisers to place clients’ investment and pension plans “into action” from within Intelliflo, Money Marketing can reveal.
Source: moneymarketing.co.uk