There’s been some interesting new adviser research out today from HSBC Life (UK) Limited, carried out in association with consultancy Technical Connection.
It shows that more than two out of three advisers believe financial planning has become harder over the past five years as a result of tax changes combined with political & economic uncertainty – as well as market volatility.
The new report is called The Three Is of Investable Capital (which stands for Investment for capital growth, for income and for intergenerational transfer).
We thought it would be fascinating to delve into some of the detail of the report. And so, we’re very pleased that HSBC Life’s Head of Onshore Bond Distribution, Mark Lambert, is our guest on today’s IFA Talk podcast – the perfect person to tell us more about it.
Tune in to the conversation between Mark and IFA Magazine’s Editor, Sue Whitbread below…
Click here to listen on Spotify
Click here to listen on Apple Podcasts
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
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