Latest News & Blog

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.

Aileen Lynch: Changes to FCA debt counselling permissions Aileen Lynch: Changes to FCA debt counselling permissions

08 May 2017

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.

"Those in glass houses should not throw stones" "Those in glass houses should not throw stones"

03 May 2017 Ken Davy

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.

"Three cheers for FAMR one year on" "Three cheers for FAMR one year on"

27 Apr 2017 Ken Davy

Regulator released Financial Advice Market Review recommendations and updates on progress

"Spring into technology and grow your client base" "Spring into technology and grow your client base"

12 Apr 2017 Ken Davy

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?

"Get to grips with the softer side of advice" "Get to grips with the softer side of advice"

11 Apr 2017 Tom Hegarty

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.

'Platforms should contribute to FSCS levy' - Ken Davy 'Platforms should contribute to FSCS levy' - Ken Davy

06 Apr 2017 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.

Davy: providers should pay lion's share of FSCS fees Davy: providers should pay lion's share of FSCS fees

05 Apr 2017 Ken Davy

Product providers should contribute most of the running costs of the Financial Services Compensation Scheme, Ken Davy has said.

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Latest News

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

June 16, 2017

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

Read more >

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

June 15, 2017

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. 

Read more >

Keeley Paddon: Considerations for a positive DB transfer recommendation - Part 2

June 08, 2017

Read more >

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

June 06, 2017

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

Read more >