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Opinion

Help clients maximise excess savings to boost retirement prospects

Pensions

Help clients maximise excess savings to boost retirement prospects

As clients save more it is essential to get the best long-term returns

clock 23 October 2023 • 5 min read
Prepare, don't predict: The folly of investment forecasting

Investment

Prepare, don't predict: The folly of investment forecasting

Research should be at the core of all investment processes

clock 20 October 2023 • 4 min read
Consolidation: A sea change, realignment, or business as usual?

Your Business

Consolidation: A sea change, realignment, or business as usual?

An immediate sale is not the only solution

clock 19 October 2023 • 4 min read
Consumer Duty: How can we better assess client vulnerability?

Consumer Duty

Consumer Duty: How can we better assess client vulnerability?

Advisers need a more consistent means to assess vulnerability

clock 17 October 2023 • 3 min read
Unpicking potential CDC outperformance promises

Pensions

Unpicking potential CDC outperformance promises

Scheme design has smart features that ameliorate potential downsides

clock 13 October 2023 • 12 min read
Why political kite-flying is not helpful for clients or advisers

Your profession

Why political kite-flying is not helpful for clients or advisers

'It is our role to help them navigate this noise'

clock 12 October 2023 • 4 min read
Business transparency: What Progeny learned on its B Corp journey

Your Business

Business transparency: What Progeny learned on its B Corp journey

'The biggest challenge pre-assessment is to try and understand the scope'

clock 12 October 2023 • 5 min read
Protection service issues can be solved through collaboration

Protection

Protection service issues can be solved through collaboration

Service issues a 'serious blocker to new business'

clock 12 October 2023 • 3 min read
Client charging structures: Taking a different approach

Charging

Client charging structures: Taking a different approach

Firms not increasing fees are 'effectively accepting lower profits'

clock 11 October 2023 • 4 min read
Why younger clients are an opportunity firms should not overlook

Your profession

Why younger clients are an opportunity firms should not overlook

Harness the power of technology to maximise client engagement

clock 11 October 2023 • 4 min read
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