Cazalet urges IFAs to fight for with-profits info

He has urged advisers to lobby the regulator through their trade bodies to try and improve the standard of information on clients' policies and the time it takes to be delivered. “IFAs are being told to improve their information to clients but without better quality information from providers, they will struggle to achieve this task,” he says. “Advisers don’t have a change of understanding life offices structures and how they operate their with-profits fund.” He says the issue of what to do with money held in with-profit is a massive one for the industry as £400bn is tied up in the fu...