Latest News & Blog

"PI insurance is no magic wand for FSCS funding" "PI insurance is no magic wand for FSCS funding"

31 Jan 2017 Ken Davy

Sometimes it can be useful to mix metaphors in order to make a point and, in the case of the FCA’s current review of the FSCS funding, I believe it is absolutely essential.

Keeley Paddon: Pension scam cold-callers - we've got your number Keeley Paddon: Pension scam cold-callers - we've got your number

19 Jan 2017

For far too long, says Keeley Paddon, cold-callers and pension scams have been a blight on the pensions sector and it is good to see the authorities finally appear to be grasping the nettle

"Providers can help cull Mickey Mouse products" "Providers can help cull Mickey Mouse products"

18 Jan 2017 Ken Davy

When I picked up my recent copy of Financial Adviser, I thought I must have slept through a few months and woken up on 1 April.  

'A substantial step forward': How FSCS bills could fall by over 60% 'A substantial step forward': How FSCS bills could fall by over 60%

13 Jan 2017

Advisers could see their Financial Services Compensation Scheme contributions cut by as much as 66 per cent under options set out in the FCA’s consultation on overhauling the scheme’s funding.

Make your 'happy' new year come true in 2017 Make your 'happy' new year come true in 2017

12 Jan 2017 Ken Davy

Happy New Year? The question is, how happy and successful is 2017 really going to be for you?  

A day in the life of your client A day in the life of your client

06 Jan 2017 Richard Ardron

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

SimplyBiz hosts second seasonal showcase SimplyBiz hosts second seasonal showcase

03 Jan 2017

SimplyBiz Mortgages has announced its second whole of market ‘Seasonal Showcase’ event will take place at the end of January 2017.

Testimonials

"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"

Dr David Carter APFS
Tiverton

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Latest News

The vulnerability issue

December 12, 2017

Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really only formalise the warning signs advisers should be adept at reading.

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"Trouble finding an apprentice? Here's why"

December 06, 2017

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

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"Enthusiasm, courage and goals lead to success"

November 27, 2017

By the time I left school at the age of 15, with no qualifications, I had been called a few choice names by my teachers and received many predictions about where my future lay.

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Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

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