Best Practice
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.
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
Best Practice | 9 Oct 18
Contingent charging should be banned, says ex-FCA director
Mick McAteer believes there is ‘prima facie evidence for harm’ and the regulator was too slow to act
Best Practice | 4 Oct 18
UK regulator shelves contingent charging ban for DB pensions
Industry split as contingent charging likened to commission
Best Practice | 4 Oct 18
New rules for UK pension transfers
Changes outlined for qualifications, guidance and advice models