How ongoing suitability review costs are plaguing advice firms
Companies are considering strategies to manage their lower-value clients
Source: international-adviser.com
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Suitability reviews for lower-value clients getting harder for advisers
Advice firms are finding it hard to provide ongoing suitability reviews to lower-value clients without incurring losses.
Source: moneymarketing.co.uk
How ongoing suitability review costs are plaguing advice firms
Wealth Wizards conducted research among medium to large-sized advice firms, which revealed that these firms serve an average of 2,000-3,000 customers with
Source: ifamagazine.com
Wealth Wizard's Mark Kiddel comments on state pension age
He said: “The decision today effectively kicks the can down the road to past the next election. This and the potential further delay to the pensions
Source: ifamagazine.com
State pension age rise decision pushed until after general election
The government’s plan to accelerate the increase to the state pension age (SPA) has been postponed with a decision now due after the next general election.
Source: professionalpensions.com