Best Practice

Best Practice | 11 Feb 19

Importance of investment suitability

Business expert, Karen Blatchford, explains the importance of understanding and assessing investment suitability.

Best Practice | 4 Feb 19

Case study: How to move to Portugal

What must prospective UK expats consider before moving overseas? Blevins Franks’ Jason Porter breaks it down

Best Practice | 29 Jan 19

Put down the whistle and pick up the microphone

Creating a culture that encourages financial services employees to speak up about wrongdoing

Best Practice | 23 Jan 19

What the Isle of Man’s ‘code’ means for you

The Isle of Man’s Conduct of Business Code and what it means for life offices, advisers and customers

Cold-calling ban questioned as gov’t plans ‘swifter’ launch

Best Practice | 21 Jan 19

Schroders unveils helpline for CISI’s mentoring scheme

Offering advice on investment dealing, platforms, business consolidation and HR issues