On my first day in financial services in 1970, I was taught about the vital importance of the Life Assurance Act of 1774, which introduced insurable interest.
Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?
SimplyBiz Mortgages has extended its partnership with Mortgage Brain to continue offering the Key, MortgageBrain Classic and MortgageBrain Anywhere to its members as part of its reward programme.
Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.
Ken Davy has called on platforms to contribute to the Financial Services Compensation Scheme's (FSCS) levy alongside advisers, in response to the regulator's consultation on the scheme's funding system.
Product providers should contribute most of the running costs of the Financial Services Compensation Scheme, Ken Davy has said.
Now that Theresa May has formerly triggered Article 50, are we going to make a dog’s breakfast of Brexit or can we look forward to dining at the Ritz?
Keeley Paddon outlines the practicalities advisers need to consider in the wake of the changes to the tax treatment of QROPS transfers outlined in last month's Spring Budget
SimplyBiz Group's not-for-profit training and development division has received direct accreditation from the Government's Skills Funding Agency to provide apprenticeship training.