FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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‘Specific’ v ‘systemic’ risks
Be careful with transfer values
Bullish and complacent sentiment
Three-quarters of people underestimate ISA allowance
250,000 in the UK earn £250,000-plus
Common standard must be agreed
Response to FCA Study
Two new measures of income
Overall income figure or percentage yield
‘For every argument, there is a counter-argument’
09 February 2017
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4 min read
