Marilyn Bell: The role of advisers in financial disclosure
‘Due diligence of divorce’
Marilyn Bell: "Where pensions are involved, a financial adviser's input can be invaluable."
Financial disclosure can prove a lengthy and complex part of divorce proceedings and, says Marilyn Bell, the input of a financial adviser can be extremely helpful
Financial disclosure is the due diligence of divorce proceedings. Couples heading down that road have to separate out their finances and financial provision also has to be made for the future. To enable...
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![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.\"")
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It’s The Pro Adviser Podcast
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Defer to 2021/2022
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'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