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Best Practice Spotlight

Best Practice | News 18 Oct 18

How much do you need to retire?

Millennials £395,000 short on their pension pot estimates

Fidelity to compensate client for Sipp misinformation

Best Practice | Features 18 Oct 18

Making stress your business

Stress costs the economy £99bn annually, with employers picking up £42bn of this bill

Best Practice | Features 17 Oct 18

A new breed of paraplanner?

Paraplanners have become indispensable, say advisers, with their role set to expand further

Founder of giant EU adviser training body ‘undimmed’ by Brexit

Best Practice | News 16 Oct 18

Intrinsic funds 58-week adviser training course

Students expected to stay as restricted advisers with Intrinsic for two years after qualifying

Pension freedoms fraud a major concern for over-55s

Asia | 15 Oct 18

Advisers admit to Common Reporting Standard worries

Old Mutual Int’l survey finds 59% of clients have concerns, while 34% of IFAs lack understanding

7IM buys family office focused DFM

Best Practice | 12 Oct 18

Novia Global teams up with FEIFA

‘Increasing desire by advisory firms to use technology in far greater and more extensive ways’

News 12 Oct 18

International Adviser Award Winners Announced

Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?

Best Practice | 10 Oct 18

Top 5 reality checks for retirement

As Anthony Gillham from Quilter Investors** explains, too many expats arrive at retirement thinking that their years in decumulation will be just like their years in accumulation. They couldn’t be more wrong. This puts the onus on advisers to make sure clients understand the realities of maintaining a pension pot for decades to come.

How to spot a debt problem

Best Practice | 10 Oct 18

Tips for reconnecting lost UK pension pots with their owners

Forgotten on misplaced pension pots are an escalating challenge for providers

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