Two advisers. One provider. And a whole lot of pension freedoms fallout to discuss. What questions are clients asking? Is there any evidence of increased take-up of advice?
When pensions freedom and choice kicked in on 6 April advisers were braced for a barrage of client calls and requests, but did they materialise? In this exclusive video roundtable, our panel of experts...
Helped with rebrand
From 6 April 2020
Failure to engage
Ahead of 12 December general election
Tapered annual allowance headache
Mixed industry reaction to new appointment
Britons will head to the polls today for the nation’s third general election in less than five years.
Adviser recommended products before death
Postcard Planning and NextGen Planners’ Rohan Sivajoti talks to Hannah Godfrey about how his experience in financial services as an ethnic minority differs from his fathers’, who worked in the sector some 40 years ago...
And mortgage lending