New Model Adviser - For Professional Investors
Schroders chief financial officer Kevin Parry is set to step down on 5 May 2013.
He will be replaced by Richard Keers a partner at PricewaterhouseCoopers (PwC), who had previously conducted audits of the fund group in his role as PwC's global relationship partner for Schroders from 2006 to 2010.
Keers was also the auditor for AXA UK, Legal & General, and Jardine Lloyd Thomas.
Snaps from our travels around the UK (and further!) to see advisers between November 2016 and March 2017.
Partial pension transfers appear to offer the best of both worlds for clients, however advising on them is complex and costly, and there is currently scant guidance from regulators.
Take note of these four impeding regulations or risk falling behind says Zero Support managing partner Phil Young.
It is not the only way to make a living – by offering a flexible working environment, advice firms can help more women get back to work after pregnancy.
Yvonne Goodwin and Flora Maudsley-Barton explain how they manage their relationships with providers
Regulatory changes brought into force 12 months ago accelerated the demise of a number of small, unsustainable Sipp providers. Now the onus is on advisers and the big providers to tighten up their due diligence.
Steve Danson’s client expanded his business by taking an early lump sum to build a new premises. He protected his son’s inheritance and had income left over for retirement.
Neil Woodford tackles some of the prickly questions put to him by grumpy unit holders.
Snaps from our travels around the UK (and further!) to see advisers between November 2016 and March 2017.
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