Currently browsing best practice

Global award success

29th October 2019

We are very proud to have been recognised by International Adviser with a record number of global awards at this year’s presentations. This success acknowledges the hard work, professionalism and client focus of our teams in the UK, Belgium, Singapore, Hong Kong and the Middle East. The awards we... read more

Posted in: Financial Planning, News

Gold Standard Award for Pension Transfers

10th June 2019

Our UK company has been awarded the CII Gold Standard for pension transfer advice. This voluntary code was introduced last month by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society who work to promote ethical behaviour, high standards of professionalism for technical... read more

Posted in: Financial Planning, Pensions