There are 1 item(s) tagged with the keyword "Gary Kershaw".

Displaying: 1 - 1 of 1

1. The vulnerability issue

Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really only formalise the warning signs advisers should be adept at reading.

Tags: Ageing Population, Gary Kershaw

Displaying: 1 - 1 of 1

Testimonials

"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"

Dr David Carter APFS
Tiverton

Read More

Latest News

SimplyBiz's Centra has strong uptake

January 17, 2019

2300 advisers sign up for the Group’s end-to-end investment advice system since launch.

Read more >

Having the LPA conversation

January 17, 2019

APS Legal’s Scarlett Musson looks at why it’s so essential to discuss Lasting Power of Attorney with every client.

Read more >

Be a better you in 2019

January 09, 2019

Our Group Chairman discusses productive New Year’s resolutions and why time spent planning is never wasted.

Read more >

The SimplyBiz Group responds to the proposed FOS award limit increase

January 03, 2019

Read the statement from Ken Davy to the FCA's current consultation along with The SimplyBiz Group's full consultation response.

Read more >