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  • Pension Freedoms confusing clients say 2 in 5 advisers

    More than two in five financial advisers (43%) say the increased pension flexibility brought about by the Pension Freedoms is confusing clients, according to a new report.

  • Rayner Spencer Mills launches new platform guide

    Geoff Mills, RSM director
  • Actuarial firm launches new ratings portal

  • Advisers must remain vigilant on with profits - consultant

    AKG logo
  • Pension Freedoms paper reveals Financial Planner concerns

    Pension Freedoms Paper, Grasping the nettle: Working together to achieve better retirement outcomes
  • MiFID II impact could be worse than expected, study finds

    AKG
  • Lang cat adds AKG ratings

    Platform Analyser from Lang cat
  • Planners predict industry shake-up

    AKG website
  • Planners must be creative in attracting new clients – research

  • ESG climbs up Financial Planning agenda

  • Key platform switch criteria revealed in new report

    AKG Report
  • Planners say demand for inter-generational advice is booming

    Over half (54%) of Financial Planners surveyed by analyst firm AKG said demand for intergenerational planning has grown
  • Inflation worries put pension attitudes at risk

    The report from AKG said inflation is putting gains from pension freedoms at risk
  • 2 in 3 advisers rely on pension drawdown

    Pensions Drawdown is now a key advice area
  • Planners aim to adapt models to attract younger clients

    Client sectors seen as important for new business included business owners, specialist sectors (such as doctors or armed forces), young families and the families of existing clients.
  • Advisers making progress on vulnerable clients

    Advisers are better understanding the needs of vulnerable clients
  • Defaqto beefs up DFM data with AKG tie-up

    Defaqto Engage website
  • Fears grow over finances of vulnerable relatives

    Many older and vulnerable people are at risk of making poor financial decisions
  • 2 in 5 advisers facing issues attracting new clients

    The AKG report
  • Fintel snaps up AKG and VouchedFor for £9.1m

    Fintel website

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