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.
Chloe Faulkner of APS Legal & Associates - part of The SimplyBiz Group - asks whether any client can afford not to have an LPA in place. Using the example of Kate Garraway and her husband Derek Draper, Chloe explores why having a Power of Attorney is so important for everyone.
The Protection Academy event has been designed following member feedback and includes sessions on changing client needs, soft skills, operating in the virtual world, entering the rental market and economic and market updates.
We are delighted to welcome P&B Wealth to our pension transfer bureau. The panel offers an outsourcing solution to advisers who are either unable to, or choose not to operate, in the DB transfer market but still want to meet the needs of their clients in this area.
"The news that the FCA is threatening to increase the application fees to new applicants by between 50 and 100% is both disgraceful and against the best interests of consumers."
Scarlett Musson, Business Development Director of APS Legal & Associates - part of The SimplyBiz Group - explores how the adoption of remote instruction-taking has worked for the estate planning and will writing industry.