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

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1. The vulnerability issue

Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really only formalise the warning signs advisers should be adept at reading.

Tags: Ageing Population, Gary Kershaw

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Testimonials

“I am delighted with SimplyBiz so far and always tell other IFAs that they should join. It is a well run organisation and excels in most of its endeavours. Ken in my opinion is THE representative for advisers in the RDR”

Ian Couling
Sophex Ltd t/a Lifetime Financial Solutions

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Latest News

"Please, Mr Provider, could we have some more?"

May 23, 2018

When Dickens’ Oliver Twist famously said “Please, sir, I want some more”, every reader or audience member knew that there was plenty available and his need for ‘more’ should have been satisfied. I feel somewhat the same in respect of the outcome of the Financial Services Compensation Scheme review.

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Liz Coyle: Your Senior Managers & Certification Regime refresher

May 17, 2018

Liz Coyle, Compliance Policy Manager for The SimplyBiz Group, recaps the key aspects of next year's big rules change.

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SimplyBiz Group's Centra investment system has attracted 1500 users

May 14, 2018

Dan Russell, MD of SimplyBiz Investment Services, expresses his delight with the speed and enthusiasm with which Centra, the end-to-end investment service, has been embraced by advisers.

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"Ending 'phoenixing' is a matter of political will"

May 10, 2018

The government minister, Robert Jenrick, recently highlighted that the practice of ‘phoenixing’ can be deeply corrosive to public trust in the system which is progressively passed on to the whole of our economy. While this is undoubtedly true, what I find so depressing is that after all these years the debate had to take place at all.

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