With the new 'PROD' governance rules holding advisers must consider a provider's financial strength, Steve Nelson outlines some important questions to consider as part of the due-diligence process
A decade after the banking crisis took the world to the brink of a global financial meltdown, the importance of financial due diligence is surely not in doubt. Yet there remains a suspicion some advisers...
Re-platforming went well
Outside the family circle
Now look at them yo-yos
Follows HMRC ruling
Effective 1st December
Emma Bryon explores why longevity calculators can provoke unexpected behaviour as people are confronted with their own mortality. Here she warns against providing educational tools from an industry ivory tower
10 common advice errors
George Crowdy joins from Janus Henderson
Are we rewarding the right things?
Target five colleges first