With vulnerable clients, and those in later life, on the increase, Libby Holding of APS looks at key ways to assess mental capacity as part of the estate planning advice process.
If an employee leaves your firm before disciplinary action relating to a Conduct Rule breach is concluded, no-one needs to know - right? Wrong!
SimplyBiz Group Joint CEO, Matt Timmins, talks about the unintended consequences of the FCA’s proposed ban on contingency charging and how it may impact access to advice and the adviser community.
A trading update for the six months ending 30 June 2019, shows the Group has achieved a 20% increase in revenue, and a 30% increase in adjusted earnings
To address the shortage of financial advisers, firms of every size, along with service companies, providers and networks will all need to rally round and act.
SimplyBiz Mortgages has added Leek United Building Society to its lender panel. Members of SimplyBiz Mortgages will now be able to access the lender’s range of products.
Educating clients on LPAs – and showing them the risks of what could happen if their planning isn’t complete – is key. Regardless of current age and health, LPAs are vital planning tools for all clients to have in place well in advance of them ever being needed.
The New Model Business Academy (NMBA), the not-for-profit training and development division of The SimplyBiz Group, has announced the development of a mortgage adviser apprenticeship programme.