Latest News & Blog

GDPR – the dawn of a new era in data security and usage

09 Jan 2018

As you are no doubt aware, the General Data Protection Regulation (GDPR) was first introduced in April 2016 by the Information Commissioner’s Office (ICO) and the new regulation must be adopted by every UK firm that handles personal data by the 25th of May 2018.

Back in the GDPR... Back in the GDPR...

14 Sep 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

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

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.

Richard Nuttall: Enigma! Decoding the upcoming capital adequacy requirements Richard Nuttall: Enigma! Decoding the upcoming capital adequacy requirements

24 Feb 2017 Richard Nuttall

Although new changes to the capital adequacy rules do not take effect until 30 June, Richard Nuttall strongly recommends firms review their financial position at the earliest time possible in case action is needed.

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Ian Couling
Sophex Ltd t/a Lifetime Financial Solutions

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Latest News

The kids are alright

November 07, 2018

Why intergenerational advice may be so vital to the future of your firm

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When poor will planning leads to family feuds

October 31, 2018

APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.   

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Ken Davy: Time to take responsibility

October 24, 2018

Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game. 

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What qualifications does a paraplanner need?

October 19, 2018

NMBA’s latest survey examines whether paraplanners need Level 4 qualifications

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