Five things your clients will call you about this week

clock

Risk profiling, getting the right balance with pension funds and investing in America were all over the nationals at the weekend. Here's what your clients will be calling you about this week.

Risk profiling This area of financial advice which the public may not necessarily have much knowledge about cropped up in the Guardian. The paper reported on the FSA's concerns about advisers who were failing to correctly identify people's ‘appetite for risk' and ‘capacity for loss'. Readers of the paper (and website) will be able to use Finametrica's tool to test themselves. Pension risk Also on the issue of risk, The Telegraph had an interesting piece on the strategies adopted by typical defined purchase pension schemes. According to some new research, default funds are starting to...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

What two pizzas tell us about Bitcoin

What two pizzas tell us about Bitcoin

Laszlo Hanyecz really needed a slice...

Laith Khalaf
clock 19 December 2024 • 6 min read
Rise in UK inflation 'unwelcome' ahead of BoE interest rate meeting

Rise in UK inflation 'unwelcome' ahead of BoE interest rate meeting

Bank of England MPC meeting due on Thursday

Sorin Dojan
clock 18 December 2024 • 3 min read
Trump, tariffs and why UK companies can still appeal

Trump, tariffs and why UK companies can still appeal

Is a trade war inevitable?

Sheldon MacDonald
clock 11 December 2024 • 4 min read