Advisers asked if risk around lifestyling need rethinking
‘Promising lead’ or ‘Back to the lab’?
A Wigan-based IFA of 12 years is taking his career in a new direction - by embarking on the journey to become a lifestyle financial planner.
Nationals round-up: Investment trusts continued to get more publicity, while power of attorney, pensions, downsizing and fee-based advice all got a mention.
Pension specialists Scottish Life has appointed support firm Barrie & Hibbert to help it develop an investment framework to support its Governed Range Investment proposition.
The personal accounts delivery authority should consider using ‘target date' funds instead of a ‘life-styling' approach, for the default fund of the new system, claims a new report.