Tag Archives: financial advisers
Financial advisers – how do we know if our drawdown strategies stack up?
This blog’s for financial advisers who have a duty to consumers to assess the value of what they’re doing for their clients. It is also of interest to anyone who fancies themselves as their own adviser when it … Continue reading
Posted in pensions
Tagged Consumer duty, Drawdown, financial advisers, IFAs, Pensions, VFM
2 Comments
FINANCIAL UNDERSTANDING – what one insurer’s doing to improve things.
A lot of people think that big financial institutions prey upon the ignorance of the public. Many have, many have treated their customers as seals to be clubbed on the beach. Part of the problem for insurers was that they … Continue reading
21st Century Retirement Income Update
Well here I am in a Village hotel under the M1 seven miles south of Leeds to chair a day long conference on the opportunities for financial advisers from George Osborne’s Budget Changes (the photo is the lovely view … Continue reading
Posted in corporate governance, First Actuarial, NEST, pensions
Tagged advice, advisers, Budget, Budget 2014, Business, DWP, financial advisers, Financial services, George Osborne, Government, Guidance, Guidance Guarantee, IFA, National Employment Savings Trust, pension, pension playpen, Treasury
1 Comment