There are 1 item(s) tagged with the keyword "Advisers".

Displaying: 1 - 1 of 1

1. Advisers brand Mifid call recording 'step too far'

European Union requirements for adviser firms to record all client telephone calls have been branded a 'step too far' by members of the New Model Business Academy.

Tags: NMBA, Advisers

Displaying: 1 - 1 of 1

Testimonials

"I am very pleased with the service and can’t imagine I would ever leave SimplyBiz"

Christopher Whickam
The Financial Planning Centre

Read More

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 >