Advisers who understand the workings of human bias will be able to step in and help their clients stick with their investment plan, even when emotions might be driving them to do something, writes Simon Goldthorpe
21% already have plans in place
82% of firms operate CIPs
The latest on the Woodford saga, intergenerational wealth and furlough fraud - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …
Corporate Chartered status
STM Group has acquired failed self-invested personal pension (SIPP) provider Berkeley Burke’s small self-administered (SSAS) scheme and its international pension businesses in a deal worth almost £3m.