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In sickness and in health – what does an adviser need to think about when clients move abroad and their health is starting to fail?

  A good financial adviser will pride him or herself on getting to know a client inside out, often over a period of many years. They will go that extra mile to find out all about their client, whether it’s the obvious, such as attitude to risk and understanding their… Read more

Advisers turn up the pressure on SIPP Interest Turn

  23 per cent of advisers believe “interest turn” should be banned completely – up from 13 per cent just six months ago A further 66% believe it should be disclosed in line with FCA guidance Transparency becoming even more important ahead of the introduction of next month’s capital adequacy… Read more

Transparency and Regulation in the SIPP Industry

Transparency in the retirement planning sector is no longer a nice-to-have; it is a must-have. We are all aware of the problems that have beset the financial industry in recent years. The best way to ensure the problems do not return is to do all we can to help the… Read more

Autumn Statement 2016

UK Chancellor of the Exchequer, Philip Hammond today delivered the last ever Autumn Statement, where the concept has now been abolished, and replaced by an Autumn Budget. In the future, the Chancellor will instead deliver a Spring Statement in response to statistics issued by the Office of Budget Responsibility, but… Read more

UK votes to leave the EU: Pensions Update


The results are still to be officially announced, but it is largely confirmed that the UK will exit the EU. The UK Parliament still has to enact legislation to facilitate the UK’s departure of the European bloc, and it is envisaged that there will now be a two-year window to… Read more

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