Kim North

Kim North is managing director at Technology and Technical.

Kim has worked in UK financial services since 1981 and has been consultancy head of compliance for three major companies.

She has written extensively for Money Marketing on pensions and financial regulation.

Kim North: Who will satisfy the demand for advice?

Demand for advice is on the rise and every effort must be made to recruit more people into our industry. Not only are we set to face a busy period for investment advice in the run-up to Brexit, and in light of increasing trade wars and market volatility, but the demand for pension transfer advice […]


Kim North: Why do white males still dominate marketing campaigns?

My favourite news story earlier this month came into my inbox from Money Marketing. The headline read: “Treasury pushes for gender diversity interventions after ‘slow’ progress.” Maybe it is because I am a female who has worked in financial services for over 35 years that the news resonated. Economic secretary to the Treasury John Glen […]

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Kim North: Raising the stakes on pension investments  

The headlines have been dominated by Brexit over the last year. Sterling has come under continued pressure and volatility is hitting the market like never before. Both make it difficult for investment recommendations to be made. Meanwhile, transfers from defined benefit pension schemes continue at a pace, with the value of transfers in the third […]

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Kim North: Step back in time for innovation ideas

Having been a keen history student, I like to think I understand the importance of looking at the past as a guide to how we should move forward. The recent news stories around the judicial review into the long-standing dispute between Sipp provider Berkeley Burke and the Financial Ombudsman Service have read like a soap […]

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Kim North: Let’s move away from ‘jobs for the boys’

Last week, the excellent Money Marketing Interactive Harrogate event took place, where I was fortunate enough to be part of the panel on diversity in advice. Last week also saw the 10th anniversary of the Lehman Brothers’ collapse. “If it had been Lehman Sisters rather than Lehman Brothers, the world might look a lot different […]


Kim North: A triage service will help the advice gap

The night after I attended the excellent Money Marketing Awards evening I went to a Foo Fighters gig, where before and after, I was engaged in seven different conversations with friends about financial issues. A few friends had tried to pay for financial advice but were put off by London-based financial adviser charging costs. After […]

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Kim North: Why is advice still such a no woman’s land?

I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]

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Kim North: Wrestling with the challenges of DB

Since pension freedoms, I’ve always believed that defined benefit scheme members should have been granted the same freedoms as defined contribution pension members. Why differentiate? Did the Chancellor believe that DB members are less responsible? Or did he understand that the administration of DB schemes is outdated (in most cases) thereby making it difficult to […]

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Kim North: Relaxed regulation can close advice gap

“It’s life, Jim, but not as we know it.” This Star Trek phrase from almost 40 years ago may ring a bell for advisers today in more ways than one. We are all living lives not seen before, powered by technology, social media and integration of different cultures. The Englishman’s castle is no longer his […]

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Kim North: DB transfers don’t deserve the doghouse

I have worked in retail financial services for the last 30 years, from the coal face as an IFA to the back office as head of compliance or technical services. Throughout this time, I have always believed the UK should follow the American Securities and Exchange Commission model of regulating products alongside the advice provided. […]