Pension switching specialist advisers pointed to managing the lifetime allowance for defined benefit (DB) transfer clients as the biggest challenge they face, according to a survey by Old Mutual Wealth.
Just more than half (54%) of specialists said they would benefit from more additional support and education on the lifetime allowance, while half (50%) pointed to the challenges surrounding managing the...
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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
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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