Industry Voice

Value for money, not price, should be investors’ greater focus

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.