Financial advisers miss out on £1.2 trillion wealth transfer market
- Thursday, 22 November 2018
- Articles
Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.
Read more...1.7m clients ‘at risk’ without Lasting Power of Attorney
- Thursday, 24 May 2018
- Articles
New findings revealed a Pensions Freedoms ‘blind spot’ because 79% of clients had failed to set up a Lasting Power of Attorney.
Read more...Many drawdown retirees failing to take financial advice
- Wednesday, 02 May 2018
- Articles
Nearly one in three pension savers using drawdown to fund their retirement have no investment experience and two in five (41%) of these drawdown beginners have received no financial advice or guidance, according to new research.
Read more...Zurich halves platform fees for £500k+ to target retirees
- Thursday, 14 December 2017
- Articles
Zurich has announced a platform price cut from January, reducing the platform fee by more than half for assets above £500,000 from 0.22% to 0.10%.
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