“GPs see more than 40 patients a day”

May 9, 2019 | NHS

Tags: GPs
An independent (financial adviser’s) view

So how would it be if we financial advisers were nationalised (the NAFs, not the NHS) and had to see 40 punters, ten minutes each, a day? “Do you have money or do you want money? You want it? OK, you can borrow it or save it, what’s it to be? How much? Sign here. Next…” I guess it’s ‘sleeping pills or antibiotics’ with less chance, in the short-term at least. of killing the clients. In my Allied Dunbar days, it was called ‘closing’.

Read more here

 

“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.