How can advisers solve the TEIP due diligence challenge?

Dermot Campbell, chief executive of Kuber Ventures, takes a closer look at how technology can help advisers assess tax-efficient investment products.

Once again, due to evolutionary changes in the market for tax-efficient investment products (TEIP), advisers are having to change the way they advise their clients and, more importantly how they conduct due diligence prior to making any recommendation.  However, the reality is that it should be the market which must change and evolve in order to enable advisers to maximise the benefits for their clients, or be left behind. Changes to pensions legislation has promoted these investments to the status of mainstream solutions for many advisers. But the market - and in particular, the fund...