Six-in-ten financial advisers have been wrong-footed by unexpected self-invested personal pension (SIPP) costs in the past 12 months, according to SIPP provider Momentum Pensions.
Its study of 107 advisers found 60% had clients who had been hit by surprise SIPP charges, while a greater number (79%) would support action by the Financial Conduct Authority (FCA) to make sure providers...
Pain thresholds key
To communicate equity release's wider opportunities and benefits, writes Chris Flowers, providers and advisers need to think about how best to engage not only its usual target audience but also their families
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Don’t ‘leave it all on the pitch’