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Bankhall set for direct authorisation initiative

Bankhall has launched a new guidance service aimed at helping appointed representatives move to a directly authorised status.

The group has developed three new support packages, with a dedicated support team, a guide to making the move and an on-going support package that tackles compliance, IT and business developmental issues.

Bankhall managing director of IFA services David Golder says: ‘At Bankhall we understand that many advisers may wish to make the move to direct authorisation and more importantly we recognise that for many this may be a daunting prospect. That is why we have invested a large amount of time and resource in to developing an offering that will assist IFA’s every step of the way.

“If you are considering becoming directly authorised we can give you everything you need from completing the FSA application‘ process through to implementing all necessary IT, business development and compliance processes. Ultimately we will help you grow a successful business that will add genuine value to your future as a directly regulated IFA.’


Human casualties

On balance, I really enjoy my job but currently I am throwing my toys out of the pram daily. Every day, my head spins attempting to establish where the market is and every day all I get is a constant stream of emails from lenders telling me, if I am lucky, that I have until the close of business that day to get the application in before rates get withdrawn and then go up.

Performance arts

A growing problem is how to compare performance after fees. Total expense ratios have become a standard way of comparing funds on a cost basis and although there are flaws in the system, at least it provides some point of commonality.

A guide to automatic re-enrolment

Since the introduction of auto-enrolment in 2012, it has been a popular topic in the press. Recent media focus has been geared towards small and micro employers; however attention is set to return to the UK’s largest businesses as they prepare for re-enrolment. Johnson Fleming has produced a useful guide that provides essential information to help you […]


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