The publications and resources listed here are free to browse and download. Miles Associates has had a prominent role in developing many of them, while others link to external resources that we believe may be of value and interest to visitors to this site.
Publications
Accessing NHS Continuing Health Care (May 2017)
An invaluable, practical guide for those in need of care, their families, representatives and professional advisers. This guide attempts to bring much needed clarity. It aims to make it easier for those in need of health care to identify whether they are eligible for NHS Continuing Health Care funding and if so, to help them secure such funding.
The Person
al Finance Society’s Good Practice Guide to Meeting the needs of Vulnerable Clients (September 2017)
This paper recognises that advice firms want to do the right thing, but sometimes struggle to identify good practice. Specifically this paper is in response to […PFS…] members’ requests for further commentary and clarification around good practice as vulnerability initiatives gather momentum. Whilst, in the absence of any new conduct rules, it is ultimately up to firms how they respond, we […the PFS…] hope this paper helps firms to develop a coherent, consistent and robust approach to vulnerability and in so doing helps to continue to deliver consistently good client outcomes to all. Keith Richards, CEO Personal Finance Society
The Personal Finance Society’s Good Practice Guide – Pension transfers from defined benefit to defined contribution (February 2017)
A clear and succinct guide from the PFS to help advisers ensure that they are following best practice when considering transfers from defined benefit pension schemes.