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News

CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Your profession

CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Alasdair Walker comments on the CII’s latest board overhaul

clock 02 October 2024 • 2 min read
PA360 North: Advisers urged to stay disciplined and let go of underperforming funds

Your profession

PA360 North: Advisers urged to stay disciplined and let go of underperforming funds

Advisers should avoid common pitfall of holding on to losing investments

clock 02 October 2024 • 1 min read
PA360 North: Advisers urged to be gender neutral in their advice

Your Business

PA360 North: Advisers urged to be gender neutral in their advice

‘There are risks if you don’t engage’

clock 02 October 2024 • 2 min read
PA360 North: Providers 'behind' on retirement planning innovation

Your profession

PA360 North: Providers 'behind' on retirement planning innovation

'Advisers have been innovating but we have not quite caught up yet’

clock 01 October 2024 • 2 min read
PA360 North: 'Clients themselves can cause foreseeable harm'

Your profession

PA360 North: 'Clients themselves can cause foreseeable harm'

Advisers must consider how behavioural biases might cause foreseeable harm

clock 01 October 2024 • 2 min read
PA360 North: Workplace pension VfM changes bring advice opportunity

Pensions

PA360 North: Workplace pension VfM changes bring advice opportunity

All schemes will be required to assess value for money for members

clock 01 October 2024 • 1 min read
PA360 North: Budget could see Labour make 'controversial decisions'

Tax planning

PA360 North: Budget could see Labour make 'controversial decisions'

Government not afraid to make contentious changes

clock 01 October 2024 • 1 min read
PA360 North: Advisers and FCA 'misaligned' on Consumer Duty

Consumer Duty

PA360 North: Advisers and FCA 'misaligned' on Consumer Duty

Gillian Hepburn: ‘Are we really putting ourselves in our clients’ shoes?’

clock 01 October 2024 • 2 min read
PA360 North: Industry warned of 'need for true diversification'

Investment

PA360 North: Industry warned of 'need for true diversification'

This is harder to achieve as market ‘unusually skewed’

clock 01 October 2024 • 1 min read
Tavistock sells advice businesses to Saltus

Companies

Tavistock sells advice businesses to Saltus

Deal valued at up to £37.8m

clock 01 October 2024 • 1 min read
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