York-based Pen-Life Associates was one of just 12 companies to make the grade in PA's 2018 'Best Financial Advisers To Work For' survey. Here the firm offers an insight into how it did so and what the accolade means
Briefly, how would you describe the service you offer? To provide face-to-face financial planning, which includes advice on protection, pensions, investments and tax planning. We pride ourselves on straight-talking,...
PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
The government is "in daily contact" with industry figures over the pensions dashboard as it prepares for the roll-out and its feasibility report, Guy Opperman has said.
Organisation led by Johnny Timpson
From 1 April 2019