Quilter
Best Practice | 22 Aug 19
Education is ‘key’ to understanding vulnerable customers
Nearly nine-out-of-10 advisers admitted that it was difficult to spot clients in this category
Many over-55s change retirement plans after receiving advice
Without support of IFA ‘people won’t understand the pros and cons of different approaches’
Best Practice | 12 Aug 19
Quilter unveils three-month financial adviser training course
Firm believes it is ‘enough time to become qualified and to carry out the job confidently’
Quilter CEO: ‘I hate the term restricted advice’
People aren’t putting more discretionary money to work but our advisers have never been busier, he says