Latest News

16 June 2017
The new HMRC Trust Registration Service - what advisers need to know

The new HMRC Trust Registration Service - what advisers need to know

15 June 2017
"Treat all those you care for with love while you can"

As this is my first column for about seven weeks it will be a very personal one and I would like to start by thanking the many hundreds of financial advisers and others in our great profession who have sent messages of condolence and support to me on the sudden loss of my beloved wife, Jennifer. 

24 May 2017
Update on Equity Release qualification and permission

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity release market provided they had an adviser who passed either a standalone qualification or a top-up to existing pension and investment qualifications.

19 May 2017
How to manage change, priorities and best practice

I recently wrote about the importance of sharing best practice and the events we run to help advisers generate ideas.

16 May 2017
Darlington BS join SimplyBiz Mortgages panel

SimplyBiz Mortgages has announced that Darlington Building Society has joined its lender panel.

08 May 2017
Aileen Lynch: Changes to FCA debt counselling permissions

On 20 March, the Financial Conduct Authority (FCA) produced a regulatory publication to inform firms that held 'debt counselling' activity they are likely to hold the incorrect limitation, writes Aileen Lynch.

03 May 2017
"Those in glass houses should not throw stones"

As I read first the regulator’s Sector Views paper and then Emma Ann Hughes’ article “Why you are better value for money than the regulator”, published on the 21 April, a well-known saying came to mind – one featuring glass houses and stones.

27 April 2017
"Three cheers for FAMR one year on"

Regulator released Financial Advice Market Review recommendations and updates on progress

06 April 2017
'Platforms should contribute to FSCS levy' - Ken Davy

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.

05 April 2017
"'Steady as she goes' is best form of financial advice"

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?

Latest News

The new HMRC Trust Registration Service - what advisers need to know

  June 16, 2017

Read more >

"Treat all those you care for with love while you can"

  June 15, 2017

Read more >

Update on Equity Release qualification and permission

  May 24, 2017

Read more >

How to manage change, priorities and best practice

  May 19, 2017

Read more >