Users of the platform can also receive a financial planning MOT
The PA Awards took place on 26 April at the Brewery in London.
A familiar face is back in business. But why? Why?
Can we learn from Australia's experience and avoid having to do a boomerang on freedoms?
Faced with more choice than ever before when investing for retirement, more and more people will increasingly rely on advisers to help them plan their pension options.
With the recent introduction of pension freedoms, you may have seen more clients wanting to take lump sums from their pension funds.
There's knowing your client, and there's knowing your client - truly understanding their needs, circumstances and goals is a complex task.
We did some research around the use of alternative investments and the feedback from consumer testing was they were unsure where to invest, or how to invest in alternatives.
In the final video in the series, CIO at Architas Caspar Rock discusses how the Architas investment team research and select Alternative funds to make-up their multi-asset portfolios, where in-depth operational due diligence is essential, and explores...