The Pensions Advice Taskforce is to launch a consumer guide for defined benefit (DB) transfers as part of a sector-wide collaboration to help the public understand what to expect from professional financial advice.
The taskforce was established by the Personal Finance Society (PFS) and the guide will be linked to an adviser code, which will be based on nine principles underpinning good practice when giving pension...
Nominate yourself, a peer or colleague
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...
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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.
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