We're delighted to welcome Aviva Financial Advice to our DB pension transfer bureau, helping us provide vital support to advisers and their clients in this complex business area.
Group Chairman, Ken Davy, discusses the ways in which 2021 could be a hugely exciting year for financial advisers, and how the lessons learned in 2020 could be beneficial over the coming months.
Our Group Chairman, Ken Davy, celebrated his 50th anniversary in financial services this month. To mark the occasion, he wrote this piece about his time starting out as an adviser, and why the future for the sector has never looked more positive.
‘Tis the season for estate planning and in this article Libby Holding, Legal Services Director of APS Legal & Associates - part of The SimplyBiz Group - explores the ways in which additional gifts at this time of year can help clients with their estate planning for inheritance tax (IHT).
"As we developed the remote valuations, we knew that they would prove suitable for not only this trying time but also moving forward."
We are often asked what a good file looks like, as people are keen to ensure their records are compliant and contain everything needed. If there’s someone who knows what gets a file on the ‘good list’ rather than the ‘naughty list’ it’s our Director of Compliance Services, Mark Greenwood.
We are delighted to have partnered with Kuber to provide an outsourced tax efficient investment advice service for our Members and Clients.
Read what Patrick Norwood, Insight Analyst at Defaqto, has to say about advisers’ calls for greater clarity after learning intermediaries may not be required to include a client’s sustainability preferences in the advice process after all.