Essential diligence

Now more than ever before in financial services the role of the adviser is growing in significance a...

Now more than ever before in financial services the role of the adviser is growing in significance and is key to helping clients understand what, how and when to invest their money. Pensions, as the biggest form of savings, represent the most important of these decisions and the analysis required by advisers is now greater and more complex given the unstable economic period we are all experiencing. As recently as 18 months ago advisers researching the Sipp market would probably look at three key factors: service quality, investment flexibility and price. Then came an epic shift in env...