Featured
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Block transfers – why use them and how they work
Jessica List, Pension Technical manager, Curtis Banks, examines the reasons why clients may want or need to carry out a block transfer to protect pension benefits and the rules applying to the transfer
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Picking up the pieces – how advisers can help after a market sell-off
By Mickey Morrissey, head of distribution, Smith & Williamson Investment Management
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Not just about ‘keeping the lights on’
Operating under lockdown conditions during the current crisis has meant going beyond maintaining systems and services, says Anthony Rafferty, Managing Director of Fintech Origo
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Why and how power of attorney should be put in place for clients
Grant Blakey, technical consultant at AJ Bell, considers the importance of your client’s having a power of attorney in place, the benefits of doing so and potential drawbacks if not.
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GDPR for advice firms 2020
Steve Bailey, director of ATEB Consulting, reviews GDPR two years on from its implementation in the UK and provides some practical tips.