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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.