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News

PA360: Blended strategies an important adviser consideration

Retirement income

PA360: Blended strategies an important adviser consideration

‘You can have a higher sustainable income overtime’

clock 25 April 2024 • 2 min read
PA360: Framing of information to investors 'extremely pervasive'

Investment

PA360: Framing of information to investors 'extremely pervasive'

Consumer Duty states consumer biases must not be exploited

clock 25 April 2024 • 1 min read
PA360: Clients' lack of understanding of advice value is 'concerning'

Your profession

PA360: Clients' lack of understanding of advice value is 'concerning'

‘Anyone running a business needs to offer value to their clients’

clock 25 April 2024 • 1 min read
PA360: Advice firms 'brush over' data integrity fundamentals

Your profession

PA360: Advice firms 'brush over' data integrity fundamentals

‘Your business and your people are under attack constantly’

clock 25 April 2024 • 1 min read
PA360: Gillian Hepburn on the ongoing vs fixed fees debate

Consumer Duty

PA360: Gillian Hepburn on the ongoing vs fixed fees debate

'Advisers may need to have a re-think and explain things'

clock 25 April 2024 • 2 min read
PA360: The need for a financial plan 'has never been higher'

Your profession

PA360: The need for a financial plan 'has never been higher'

‘It needs to be done in a different and innovative way’

clock 25 April 2024 • 2 min read
PA360: Potential pitfalls for advisers amid push for AI integration

Your profession

PA360: Potential pitfalls for advisers amid push for AI integration

Advisers must be not be ‘deceived into believing AI can solve all problems’

clock 25 April 2024 • 1 min read
SDR extension plans will ensure 'uniform standard' for portfolios

Regulation

SDR extension plans will ensure 'uniform standard' for portfolios

'Retail-focused firms are also facing a short timeline to prepare'

clock 24 April 2024 • 4 min read
Pensions campaigner and former WPC chair Frank Field dies aged 81

Pensions

Pensions campaigner and former WPC chair Frank Field dies aged 81

Field was a former Work and Pensions Committee chair and a welfare champion

clock 24 April 2024 • 5 min read
Compliance-focused adviser generation 'lost the human touch'

Your profession

Compliance-focused adviser generation 'lost the human touch'

‘Now there's soft skills training but advisers naturally did it back then’

clock 24 April 2024 • 2 min read
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