Latest News & Blog

Advice apprenticeships: a defence

22 Aug 2018

Tom Hegarty of NMBA believes that apprenticeships are a valid route to the advice profession

"Pension freedom chickens head home to roost"

15 Aug 2018

In his latest blog, Ken Davy discusses how, in his opinion, the full extent of repercussions from pension freedom are still not fully revealed.

Estate planning red flags

10 Aug 2018

Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients 

NMBA vote: Do clients care if advisers are independent or restricted?

08 Aug 2018

Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date. 

"Time for your 2018 reboot?"

01 Aug 2018

Ken Davy muses on the importance of taking time out to recharge your batteries

The SimplyBiz Group announces partnership with Guardian Financial Services

01 Aug 2018

The SimplyBiz Group has announced that it has signed a partnership deal with Guardian Financial Services, following positive adviser feedback on the protection provider’s pilot scheme.  The partnership, which is in place with immediate effect, will see the two companies work together to deliver relevant training and educational opportunities to advisers who use the Group’s services.

NMBA moves closer to paraplanner apprenticeship launch

01 Aug 2018

The New Model Business Academy has moved closer to its aim of launching a paraplanning apprenticeship before the end of the year. 

GDPR - a threat to businesses?

26 Jul 2018

Two months into the new rules, advisers are still far from welcoming the change

Dan Russell: What would Gareth do?

20 Jul 2018

"Own the process, not the outcome" - Dan Russell wonders whether the England manager has been learning from successful financial advisers?

"How turning a blind eye got us to where we are now"

18 Jul 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.