Best Practice
Best Practice | 17 Sep 20
Defaqto unveils drawdown guide for advisers
‘Perfect storm’ created by pandemic shows need for planners to sharpen focus on risk
Best Practice | 15 Sep 20
Legal & General launches free retirement planning course
In a bid to help older clients, who are more likely to face long-term unemployment due to pandemic
Best Practice | 15 Sep 20
‘Too many scandals’ prompt FCA to take action
Aim is to ‘ensure people can better navigate financial services to invest for the future’
Best Practice | 14 Sep 20
Is working from home a viable long-term strategy?
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
Best Practice | 9 Sep 20
PFS calls on insurers to improve customer experience
Following International Adviser investigation into discrimination against some clients