Latest News & Blog

A balanced view A balanced view

20 Jul 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

Liberté! Egalité! Regulatory! Liberté! Egalité! Regulatory!

19 Jul 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

"Times change, but savings advice is still needed" "Times change, but savings advice is still needed"

17 Jul 2017

One of the most notable years for me was 1963. Jennifer and I had just bought our first house for the princely sum of £1,400, which back then seemed an awful lot of money.

So FAMR, so good ... So FAMR, so good ...

11 Jul 2017

12 months since its introduction, what effect is FAMR having on day-to-day business? Can we claim it’s so FAMR, so good?    

Generation game: What are advice firms looking for in potential recruits?

04 Jul 2017

Brains, a willingness to learn and the desire to work as part of a team are key qualities firms are looking for as they seek to identify the next generation of financial advisers, writes Hannah Godfrey.

"Scottish Widows addresses FSCS funding issue" "Scottish Widows addresses FSCS funding issue"

28 Jun 2017

As regular readers of this column will know, I have campaigned for more than two decades for the regulator to radically change how the FSCS is funded.

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

16 Jun 2017

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

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

15 Jun 2017 Ken Davy

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. 

NMBA - How Govt's apprentice funding freeze risks the future of advice NMBA - How Govt's apprentice funding freeze risks the future of advice

06 Jun 2017

Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.

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Latest News

A balanced view

July 20, 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

Read more >

Liberté! Egalité! Regulatory!

July 19, 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

Read more >

"Times change, but savings advice is still needed"

July 17, 2017

One of the most notable years for me was 1963. Jennifer and I had just bought our first house for the princely sum of £1,400, which back then seemed an awful lot of money.

Read more >

So FAMR, so good ...

July 11, 2017

12 months since its introduction, what effect is FAMR having on day-to-day business? Can we claim it’s so FAMR, so good?    

Read more >