Latest News & Blog

The new HMRC Trust Registration Service - what advisers need to know The new HMRC Trust Registration Service - what advisers need to know

16 Jun 2017

The new HMRC Trust Registration Service - what advisers need to know

"Treat all those you care for with love while you can" "Treat all those you care for with love while you can"

15 Jun 2017 Ken Davy

As this is my first column for about seven weeks it will be a very personal one and I would like to start by thanking the many hundreds of financial advisers and others in our great profession who have sent messages of condolence and support to me on the sudden loss of my beloved wife, Jennifer. 

NMBA - How Govt's apprentice funding freeze risks the future of advice NMBA - How Govt's apprentice funding freeze risks the future of advice

06 Jun 2017

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

Update on Equity Release qualification and permission Update on Equity Release qualification and permission

24 May 2017

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity release market provided they had an adviser who passed either a standalone qualification or a top-up to existing pension and investment qualifications.

Darlington BS join SimplyBiz Mortgages panel Darlington BS join SimplyBiz Mortgages panel

16 May 2017

SimplyBiz Mortgages has announced that Darlington Building Society has joined its lender panel.

Aileen Lynch: Changes to FCA debt counselling permissions Aileen Lynch: Changes to FCA debt counselling permissions

08 May 2017

On 20 March, the Financial Conduct Authority (FCA) produced a regulatory publication to inform firms that held 'debt counselling' activity they are likely to hold the incorrect limitation, writes Aileen Lynch.

"Those in glass houses should not throw stones" "Those in glass houses should not throw stones"

03 May 2017 Ken Davy

As I read first the regulator’s Sector Views paper and then Emma Ann Hughes’ article “Why you are better value for money than the regulator”, published on the 21 April, a well-known saying came to mind – one featuring glass houses and stones.

"Three cheers for FAMR one year on" "Three cheers for FAMR one year on"

27 Apr 2017 Ken Davy

Regulator released Financial Advice Market Review recommendations and updates on progress

"The historic significance of pension freedoms" "The historic significance of pension freedoms"

19 Apr 2017 Ken Davy

On my first day in financial services in 1970, I was taught about the vital importance of the Life Assurance Act of 1774, which introduced insurable interest.

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Latest News

The new HMRC Trust Registration Service - what advisers need to know

June 16, 2017

The new HMRC Trust Registration Service - what advisers need to know

Read more >

"Treat all those you care for with love while you can"

June 15, 2017

As this is my first column for about seven weeks it will be a very personal one and I would like to start by thanking the many hundreds of financial advisers and others in our great profession who have sent messages of condolence and support to me on the sudden loss of my beloved wife, Jennifer. 

Read more >

Keeley Paddon: Considerations for a positive DB transfer recommendation - Part 2

June 08, 2017

Read more >

NMBA - How Govt's apprentice funding freeze risks the future of advice

June 06, 2017

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

Read more >