Professional Adviser

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Three things your clients may call you about this week …

What made financial headlines over the weekend?

Kay Swinburne MEP: What we intended with MiFID II
Firm told to reimburse client for unregulated overseas property advice
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PA Women in Financial Advice Awards - last week for nominations
'Alternatives are full of nasties', warns Jupiter's Amanda Sillars

News continued

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Introducing the Professional Adviser 360 North conference

Regulation

Firm told to reimburse client for unregulated overseas property advice
Michael Osterman
A procrastinator's guide to GDPR: Five things advisers need to know
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Liz Coyle: Your Senior Managers & Certification Regime refresher
CEO of Fitz Partners Hugues Gillibert
Fitz Partners: Switching to clean share classes could save up to 55%
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GDPR and financial advice: Privacy notices (Article 13)

Ramifications for advice firms

Your Profession

MEET THE ADVISER CHAMPIONS

Retirement

Nine out of 10 DB schemes report rise in transfer value requests

Some 90% of pension schemes have seen an increase in the number of requests from members for transfer values over the last 18 months, according to a study.

FOS orders adviser to compensate client over pension transfer
Contingent charge ban may not work for consumers - Keith Richards
7IM enters SIPP market
Revealed: DB pension transfer permission changes post-freedoms

Protection

Investment Influencers

Opinion

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Liz Coyle: Your Senior Managers & Certification Regime refresher
Justin Harper: The mental strain of financial health
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Paul Latham: Three ways to encourage clients to plan early
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GDPR and financial advice: Privacy notices (Article 13)
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Tim Sargisson: Stop doing things you shouldn't be doing

Scale is the answer

Investment

Sanlam UK has hired Daniel Szabo as portfolio manager
Sanlam UK expands portfolio management team with HNW specialist

Joins from Oxford Capital

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Davydd Wynne: Lines of communication
LGIM's Helena Morrissey
LGIM's Helena Morrissey unveils GIRL fund targeting high gender diversity firms
7IM to acquire £1.1bn asset manager Tcam
Pow!
Dan Brocklebank: Fight your instinct - this is a long-term game

Tax planning