Latest News & Blog

NMBA: Are you at full client capacity?

12 Dec 2018

Could process efficiencies help you to work with more clients? 

NMBA: Paraplanning apprenticeship goes live

12 Dec 2018

And applications for our 2019 cohorts are now open! 

New FOS pay-outs really are the limit

05 Dec 2018

FOS needs to take another shot at new limits 

NMBA: Advisers see MiFID II lengthen processes.

05 Dec 2018

New adviser survey shows two hours added to advice process by new regulation 

PTR dodges Chancellor's axe...again.

21 Nov 2018

We are still some way off a budget which is ‘good for all’

The kids are alright

07 Nov 2018

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

When poor will planning leads to family feuds

31 Oct 2018

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

Ken Davy: Time to take responsibility

24 Oct 2018

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

What qualifications does a paraplanner need?

19 Oct 2018

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

NMBA announces upcoming paraplanning apprenticeship

17 Oct 2018

New scheme due to take on first cohort of 20 students in February 2019