Will the advice market ever place protection at the heart of their financial planning journey, or will it always be the poor relation to mortgages and pensions? Paul Yates explores the ...
Advisers are confident that they provide good value for money and high-quality client service but remain “frustrated” with regulatory intervention in their businesses, research has found.
Inheritance tax (IHT) receipts have hit £4.3bn in the six months from April to September 2024, according to figures published by HM Revenue and Customs (HMRC). This is £400m higher than the same ...
Advisers are no longer seeing inflation as a major concern, as funds offering a level of inflation protection were the least researched, according to research from Square Mile.
Firms must have a clear product governance process that all relevant staff are trained on, writes Tony Lewis. A high-level product governance policy can serve as a foundation, outlining how firms ...