Managing insistent clients requires close attention, particularly with regard to pension transfers, as there is much at stake, for both client and adviser. There are a number of sources of regulatory ...

To ascertain the regulatory interest over insistent clients. To be able to list measures to help insistent clients and protect your business. To understand the complexities relating to a person's ...

Hardly a day goes by without a debate on whether or not advisers should deal with insistent clients. Those in the “shouldn’t” camp, mainly hide behind two key points: The client’s best interest rule ...

Professional indemnity insurers could kill the market for insistent pension transfers “stone dead” by refusing to offer cover, as fears over liabilities continue to grow. The issue of whether or not ...