“Facetime advice predicted to boom in 2020”

Jan 8, 2020 | Digital

An independent (financial adviser’s) view

We say on our website that we offer ‘face to face advice backed by leading-edge technology’. Is ‘FaceTime Advice’ really the same thing? Yes, I use that bit of technology when actually getting together with clients is complicated by time or distance. Call me old-fashioned (as many a child often does) but you can’t really ‘know’ someone via a screen; as many an internet dater will confirm. Or can you? Answers on an email, please; postcards really are old-fashioned.

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“Record year for annuity sales driven by advisers”

“Record year for annuity sales driven by advisers”

I was asked this week whether annuities are now ‘a good investment’. They’ve been recommended very rarely in recent years, since ‘pension freedoms’ allowed pretty much unlimited drawdown on pension funds and anything left to be passed on to beneficiaries free of Inheritance Tax.