Best Practice
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
How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death