IFAs lack tools to advise on with-profits - AIFA

The Association of IFAs’ (AIFA) stakes in the ground project is designed to record the way in which business is carried out in certain areas during particular periods of time, and this first survey concentrates on the way advisers advise on with-profits in today’s environment. The research of 564 adviser firms, which involved an online survey and qualitative interviews, reveals the general nervousness of advising in an area which has been the subject of much adverse comment has resulted in many advisers having an overly-cautious approach when considering recommending clients to switch out...