Bradbury Hamilton’s Sheriar Bradbury asks if ever increasing calls for paraplanner qualifications are complicating their working relationship with advisers
MGM Advantage’s Andrew Tully talks advisers through the ‘known unknowns’ when postponing buying an annuity for clients...
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The guidance guarantee is a good first step but regulated advice is key for retirees of all shapes and sizes, writes David Trenner...
A ‘one-stop shop’ for financial advice isn’t the catch-all solution, argues Beaufort Group chairman Simon Goldthorpe
It has been one of the big unanswered questions as plans for a catch-all, free retirement guidance service have developed: What if they get it wrong?
Ever battled to put up an IKEA wardrobe? Chapters Financial director Keith Churchouse reckons the experience could bear a striking resemblance to the government's guidance guarantee...
With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central to advisers' work, says IRESS executive general manager (wealth) Mark Loosmore.
Otherwise reasonable man Mark Polson is going to stamp on the foot of the next person who says 'engagement' when they mean something else entirely...
A universal ‘kite marked’ retirement planning solution needs to be set up, writes Distribution Technology’s Ben Goss
Quick and cheap? Might a new simplified advice service finally open up regulated advice to the masses?
Professional Adviser's resident Armchair critic has nothing but praise for the Income Protection Task Force's Seven Families initiative, but can advisers take advantage?
A relatively genteel war of words – a war-ette, if you like – is bubbling about who should provide at-retirement guidance for the poor, hapless schmooks who reach their third age under Gideon’s new pension regime, writes Mark Polson.
Sheriar Bradbury on platforms, orphan clients and the fight for market share…
Pensions fairness has been steadily building as a significant issue over the past decade and, with a rapidly ageing and expanding retired population, it is likely to be a major demographic issue facing all political parties.
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