With the pensions annual and lifetime allowance coming down again how do advisers make sure they are getting the best strategy for their client? Andy Butcher of NLP Management offers his tips. Matthew Clark of Seabrook Clark and Gianpaolo Mantini of Higgins Fairbairn Advisory also weigh in.
The financial industry and the products it supplies have always evolved to meet market challenges and opportunities. Today is no different and one of the key factors that will drive the industry over the coming years is the rise in prominence of the so-called Millennials – that is the generation born between the early 1980s and 2000.
Picking a platform, how and when to review your choice
The Financial Conduct Authority's head of savings, distribution and investment policy David Geale answers advisers' questions on transparency, platform costs and independence.
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