Latest News & Blog

Tackling the crisis in adviser recruitment Tackling the crisis in adviser recruitment

28 Dec 2016 Tom Hegarty

For at least the past decade, there has been a growing awareness that the financial services sector is facing a seemingly unsolvable problem: there are fewer advisers joining the industry than there are leaving.

Liz Coyle: Social working? Liz Coyle: Social working?

22 Dec 2016 Liz Coyle

The regulator has confirmed it wants to see the market for social investment develop in a way that provides appropriate consumer protection. Liz Coyle takes a close look at what this could mean for advisers.

"Seismic events leave path unclear" "Seismic events leave path unclear"

15 Dec 2016 Ken Davy

Looking back to this time last year, we were all aware that, following David Cameron's somewhat surprising overall victory in the General Election, we would have a referendum on Britain's membership of the European Union, and that in the US they would be voting for a new president.

Simplybiz academy applies to provide apprenticeship support Simplybiz academy applies to provide apprenticeship support

09 Dec 2016

The New Model Business Academy has applied to be added to the register of apprenticeship training providers.

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“SimplyBiz communicate, plan and ensure our business is fore-warned of potential business decisions that have to be made."

Glyn Snelgrove
Lexicon Financial Services Ltd

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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

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"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. 

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

June 08, 2017

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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.

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