Latest News & Blog

"PI insurance is no magic wand for FSCS funding" "PI insurance is no magic wand for FSCS funding"

31 Jan 2017 Ken Davy

Sometimes it can be useful to mix metaphors in order to make a point and, in the case of the FCA’s current review of the FSCS funding, I believe it is absolutely essential.

Keeley Paddon: Pension scam cold-callers - we've got your number Keeley Paddon: Pension scam cold-callers - we've got your number

19 Jan 2017

For far too long, says Keeley Paddon, cold-callers and pension scams have been a blight on the pensions sector and it is good to see the authorities finally appear to be grasping the nettle

"Providers can help cull Mickey Mouse products" "Providers can help cull Mickey Mouse products"

18 Jan 2017 Ken Davy

When I picked up my recent copy of Financial Adviser, I thought I must have slept through a few months and woken up on 1 April.  

'A substantial step forward': How FSCS bills could fall by over 60% 'A substantial step forward': How FSCS bills could fall by over 60%

13 Jan 2017

Advisers could see their Financial Services Compensation Scheme contributions cut by as much as 66 per cent under options set out in the FCA’s consultation on overhauling the scheme’s funding.

Make your 'happy' new year come true in 2017 Make your 'happy' new year come true in 2017

12 Jan 2017 Ken Davy

Happy New Year? The question is, how happy and successful is 2017 really going to be for you?  

A day in the life of your client A day in the life of your client

06 Jan 2017 Richard Ardron

There are a lot of new companies coming to market looking to service your clients – most are getting it wrong, but they will disturb, so now is the time to look at how you could enhance what you currently offer.

SimplyBiz hosts second seasonal showcase SimplyBiz hosts second seasonal showcase

03 Jan 2017

SimplyBiz Mortgages has announced its second whole of market ‘Seasonal Showcase’ event will take place at the end of January 2017.

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Latest News

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

July 18, 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.

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How to help clients create a lasting power of attorney - CPD article

July 16, 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

July 10, 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

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"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

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