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Advice firm looks to national expansion after AR acquisition

Financial planning and discretionary fund management firm Gale and Phillipson has recruited London-based Gyr Financial Consulting as an appointed representative as it looks to bolster its presence around the country. Gale and Phillipson chief executive David Carr says Gyr will be allowed to remain fully independent in its investment decisions. The firm is looking to […]


Confusion reigns over new suitability standards

The majority of advisers are unaware that new rules have been introduced forcing them to evidence the suitability of investments by client segment, new research shows. Product governance rules, governed by the FCA’s Prod handbook, were introduced alongside Mifid II in January, are require advisers to make sure they understand the investments they are recommending […]


ABI takes steps to help end HIV stigma

A few months ago the Association of British Insurers downgraded HIV. It is no longer on its list of minimum standards for critical illness cover; it is no longer a life-threatening condition. This is really exciting, as we have been fighting for fairer access to insurance for clients with HIV for years. At the moment, […]


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