Just 8% of people currently speak to an adviser about their financial decisions, despite many feeling unconfident about financial issues, research from provider Aegon has found.
According to the firm, the majority (47%) of people make financial decisions on their own, while 41% prefer to consult their partner. Aegon had surveyed about 1,000 people in October 2016. Yet, a separate...
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
'£8,000 annuity trap'
Perhaps don't pick up the phone...
Joins from Aviva
RLAM's Senior Fund Manager, Richard Marwood outlines the background to how investors fell ‘out of love’ with the UK market but points to positive signs of a recovery.
Fund selector insights into sustainable investing