Latest News & Blog

The vulnerability issue

12 Dec 2017

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.

"Trouble finding an apprentice? Here's why" "Trouble finding an apprentice? Here's why"

06 Dec 2017

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

"Enthusiasm, courage and goals lead to success" "Enthusiasm, courage and goals lead to success"

27 Nov 2017 Ken Davy

By the time I left school at the age of 15, with no qualifications, I had been called a few choice names by my teachers and received many predictions about where my future lay.

Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

22 Nov 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

"FSCS funding should be fair and affordable" "FSCS funding should be fair and affordable"

17 Nov 2017 Ken Davy

Rather than making a knee-jerk rejection, the Association of British Insurers (ABI) should follow Aegon UK’s lead by focussing on fairness and affordability when considering the latest Financial Services Compensation Scheme (FSCS) funding proposals.

"Self-employed should mind the protection gap" "Self-employed should mind the protection gap"

13 Nov 2017 Ken Davy

The recent scary antics of Halloween were an appropriate backdrop for Scottish Widows to release the even more frightening results of a survey about the protection coverage of the UK’s self-employed. 

"California dreaming on such a winter's day" "California dreaming on such a winter's day"

06 Nov 2017 Ken Davy

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

Matt Timmins: New guidance body has no right to word 'advice' Matt Timmins: New guidance body has no right to word 'advice'

20 Oct 2017

Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice

Government must help meet the needs of the elderly Government must help meet the needs of the elderly

11 Oct 2017 Ken Davy

Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.

"A princely way of looking at succession issues" "A princely way of looking at succession issues"

04 Oct 2017 Ken Davy

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

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Latest News

The vulnerability issue

December 12, 2017

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.

Read more >

"Trouble finding an apprentice? Here's why"

December 06, 2017

Last week, we were informed of another stumbling block on the government’s disaster-filled path towards putting a viable apprenticeship funding plan in place.  

Read more >

"Enthusiasm, courage and goals lead to success"

November 27, 2017

By the time I left school at the age of 15, with no qualifications, I had been called a few choice names by my teachers and received many predictions about where my future lay.

Read more >

Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

Read more >