The Personal Finance Society (PFS) has published a guide warning advisers what to do to ensure any work they do with discretionary investment services does not come back to haunt them.
The guide, produced for the society by qualitative research firm Diminimis, has set out to clarify the legal and regulatory requirements that need to be met by advisers and any discretionary investment...
'A bit of smoke and mirrors'
Revisiting the portfolio debate
Fees 0.1% per annum or £20 per month
'Arm's length at a reasonable cost'
'Prepare a key insights document'
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
It’s The Pro Adviser Podcast
Defer to 2021/2022