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“FSCS receives claims for defined benefit transfer advice”
If a builder promises to finish a job on time for a bargain price, doesn’t and charges you a fortune for an extension which falls down, it’s more than likely to be a case of ‘caveat emptor’. But when you’re promised a guaranteed return of 20% a year if you move your...
“Advisers among firms hit with extra £24m FSCS levy”
There are a couple more things for we advisers to moan about as the New Year rapidly ages. The snappily-named ‘MIFID 2’ is a piece of Euro-legislation which, amongst other things, means that when we see you each year, we have to tell you a) how much you’re paying us...
“Millennials say advisers are inaccessible and too expensive”
If, as a financial adviser, you want to keep on building your business (and most, I can tell you, are more focused on ‘exit strategies'), wooing ‘Millennials’ is important. Also known (of course) as Generation X or, to you and me, twenty and thirty-somethings, they...