In association with Professional Adviser
Aimed at HNW clients and family groups
In three years
FCA made demands last week
Tough year for the sector
Proposals fall short
Would affect five adviser platforms
Proposed changes to effect from 31 July 2020
Publication expected tomorrow
Following re-platforming moves
Total 3,117 schemes in deficit
Re-platformed Cofunds last year
NHS? Newcastle Utd? Political support?
2019 WIFA nominations close 1 March
Projects not done yet
Phased annuity purchase
'Many still don't offer them'
'25% reduction' to standard terms
What really matters to you?
'Deep-dive analysis of client behaviour'
Quarter changed 'preferred platform'
Switching 'hard and expensive'