Andy Zanelli, head of professional edge technical sales at AXA Winterthur Wealth Management, says the importance of regular client reviews, particularly in the current economic conditions, cannot be over-emphasised.
In recent months, there has been a downturn in fund performance and interest rates on gilt-edged securities which form the basis for the Government Actuary’s Department (GAD) rates used in income withdrawal...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till