Displaying items by tag: financial advisers
3 adviser firms fail due to pension complaints
The FSCS has declared three financial adviser firms as failed, opening the door to compensation claims from ex-clients.
Hymans Robertson launches adviser products
Hymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisers directly for the first time.
Embark Group ties up deal with adviser network
Retirement solutions and platform provider Embark is planning a tie-up with Openwork, one of the UK’s largest adviser networks, which will see Embark's new Advance platform become the lead supplier to Openwork’s 2,000 advisers for five years until 2026.
Lisa Webster: Let's make pathways pause permanent
It will be no surprise to those of you that know me, or at least read some of my blogs last autumn, that I’m not the biggest fan of default investment pathways, especially when it comes to SIPPs, and most definitely when advisers are involved.
Govt to include advisers in tax advice review
Lisa Webster: In tough times advisers show their worth
We all know that annuity sales have been in decline for some time with the rise in popularity of drawdown under the Pension Freedoms and the poor value they are perceived to offer.
Pension Wise users 'more likely' to see an adviser
The government-backed pension advisory Pension Wise says its users are more likely to use a financial adviser after taking guidance from the service.
Clients most want help in achieving long-term financial goals
What clients most want from advisers is help in achieving their overall financial goals and maximising investment returns is a secondary consideration, according to an adviser survey.