Three things clients may call you about this week...

Here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

Laura Miller
clock

Drawdown charges, the dangers of discretionary trusts, and income protection, here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...,

Drawndown's hidden costs Potential clients, as well as current ones approaching retirement, may pick up the phone to you having read the results of an FT Money survey that reveals a dizzying array of charging structures, fees hidden in the small print, and better deals for those with bigger pots, or those who go through an adviser. The finding have sparked calls for charge caps and for providers to be forced to make it easier for investors to shop around. MORE...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Octopus Money: Why a Seccl-backed platform integration is for us

Octopus Money: Why a Seccl-backed platform integration is for us

'Technology and compliance acts as an anchor in the industry'

Sahar Nazir
clock 18 April 2024 • 1 min read
AJ Bell platform hits £80.3bn AUA as advised customers increase

AJ Bell platform hits £80.3bn AUA as advised customers increase

The firm recorded total advised customers of 165,000

Cristian Angeloni
clock 18 April 2024 • 2 min read
Women in Financial Advice Awards 2024: Two weeks to nominate!

Women in Financial Advice Awards 2024: Two weeks to nominate!

Awards ceremony on 6 November at London’s Marriott Grosvenor Square

Professional Adviser
clock 18 April 2024 • 1 min read