The Latest
DB pension transfer – consideration of death benefits and life cover
Consideration needs to be given to life cover options when firms are assessing suitability of a DB pensions transfer, says ATEB Consulting’s Steve Bailey.
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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.
Featured
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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.
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Trust in the pension transfer
What constitutes a recognised pension transfer? Gareth James, head of technical at AJ Bell looks at a recent court case where this became the focus of attention
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ISA estate planning – growing opportunities and use of the APS
The number of ISA millionaires is growing. Joshua Croft, technical consultant at AJ Bell, considers the need for ISA estate planning and the opportunities this offers advice firms.
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Dealing with distressed investments in pensions
Grant Blakey, technical consultant at AJ Bell, discusses how investments can become distressed, what it can prevent clients from doing with their pensions, and potential solutions.
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Raising standards in wealth management
Ultra-high net worths have not been served well by some parts of the wealth management industry, and that needs to change, says Wael Al-Nahedh, CEO, Spearvest
