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 ...

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 ...

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 ...

Insistent clients are a growing concern for advisers across the UK. While some maintain they should be treated like any other client, others suggest advisers should ‘just say no’ or avoid them ...