Latest News & Blog

"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

Government must help meet the needs of the elderly

October 11, 2017

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

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"A princely way of looking at succession issues"

October 04, 2017

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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"Providers must allow tax deductible advice"

September 28, 2017

Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.

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Fos report is a dollop of gruel for advisers

September 19, 2017

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

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