Another bowlful of regulation

Another bowlful of regulation

As we are sure you are all aware, January 3rd 2018 sees the introduction of MiFID II. Wealth managers and fund houses have a lot on their plate due the implementation of the various new regulatory obligations it comes with. James Goward, Head of Sales Support...
Due diligence in context

Due diligence in context

New Year is often a time when advisers review their due diligence. With this in mind we caught up with Matt Ward, Communications Director at AKG. Matt has previously spoke to DISCUS about due diligence and has even been brave enough to appear on video! Read on for...
My view on DB pension transfers

My view on DB pension transfers

I was heartened this week to see financial advisers band together and provide free counsel to help to members of the British Steel Pension Scheme decide on the best route for their retirement. Every day we read negative headlines centred around defined benefit (DB)...