Best Practice

Best Practice | 9 Aug 18

Clunky technology “almost always reflects badly on the adviser”

Best Practice | 6 Aug 18

Avoid retirement regret by asking these key questions before making the big move to Malta

Best Practice | 31 Jul 18

Five years on from the introduction of auto-enrolment, and three years on from pension freedoms, the UK retirement planning landscape has undeniably changed. David Denton, head of international technical sales at Old Mutual Wealth, explains.

Best Practice | 30 Jul 18

People wanting to protect and maintain control of family wealth are increasingly turning to family investment companies. Ravi Francis, senior associate solicitor at Irwin Mitchell Private Wealth outlines the benefits and drawbacks of using such a structure.

Best Practice | 27 Jul 18

The Federation of European IFAs has confirmed that Nexus Global is the first network in its latest membership offering, which is designed to support advisers in areas such as professional development and training, business transitioning and European regulatory matters.