Three things your clients may call you about this week …
D2C platform demand
Three things your clients may call you about this week...Three things your clients may call you about this week...
Popular investment platforms, pension freedoms scrutiny and pension funds - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend..
Surge in investment account openings on UK platforms A number of D2C investment platforms have reported a jump in account opening since the coronavirus crisis hit global stock markets, according to...
More on Your profession
![Rory Pervical: "[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece."](/api/v1/wps/54eb332/982c284a-f116-498d-9f44-98218aa37de3/4/rory-percival-new-230x142.jpg "Rory Pervical: \"[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece.\"")
'Retirement income advice is the biggest problem in the adviser market' - Rory Percival
As important as DB transfers
Is it time to review the risks of DB transfer advice?
It’s The Pro Adviser Podcast
Advisers can defer CPD this year in 'exceptional circumstances' - FCA
Defer to 2021/2022
Charles Stanley's financial planning arm makes £5.1m loss
Restructure costs at £3.5m to date
Back to Top
More news
'Retirement income advice is the biggest problem in the adviser market' - Rory Percival
As important as DB transfers
D2C investment platform users rise to all-time high in Q1
Customer numbers rise an average 3.1% across all providers
Is it time to review the risks of DB transfer advice?
It’s The Pro Adviser Podcast
Advisers can defer CPD this year in 'exceptional circumstances' - FCA
Defer to 2021/2022