The Society of Later Life Advisers (SOLLA) has created an industry standard for retirement advisers.
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...clients will call you about this week
The Financial Conduct Authority (FCA) is planning to update its rules for retail clients advised to buy offshore life insurance bonds, affording them greater protection.
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Insurance giant Zurich has revived its attempt to acquire rival business RSA with a new proposed cash offer of 550p per share, valuing the company at about £5.6bn.
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Should RDR II resurrect the Man from the Pru?
Logical step? Using equity release to pay for LTC
Post-it note size stuff for IFAs and paraplanners