by Joshua Taylor and Mariam Pourshoushtari | 10 August 2018 | Archive
Over 40% of adviser firms have reviewed their charging structures in the last six months. And nearly all adviser firms have taken a long hard look at their approach to adviser charging in the last two years, according to our adviser survey for the latest Platforum...
by Joshua Taylor | 29 June 2018 | Archive
Discussions with advisers for our recently published Advice in Decumulation report show that they consider transfer advice for retiring clients to be high-risk. The FCA has decided not to alter its ‘default’ position on DB transfers – advisers should assume a transfer...
