How paraplanners are making the new world work for them

I have noticed a real shift in mindset to the “new normal”. Advisers and paraplanners who decided to sit tight in the first lockdown have accepted that the changes to the way we work are here for the long term, if not forever. Read more in our Money Marketing article here.

Investment Pathways

What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised customers entering drawdown. This applies to customers moving all or just part of their funds into drawdown. An investment pathway does not need to be offered where an annuity or […]