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Developing your personal relationships – Webex

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Financial advisers and solicitors working together

Presented by Ian Muirhead, director & chairman at Solicitors for Impartial Advice (SIFA)

Listen to Ian's expert insight and experiences of how financial advisers and solicitors can work together to deliver mutual benefit and enhanced client outcomes.

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Financial advisers and accountants working together

Presented by John Gaskell, manager, financial planning and advice, Financial Services Faculty, ICAEW

Listen to John's expert insight and experiences of how financial advisers and accountants can work together to deliver mutual benefit and enhanced client outcomes.

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Financial advisers, solicitors and accountants working together – live Q&A

Presented by Colin Thomas, business consultancy manager

Colin will be joined live by a chartered financial planner, a solicitor and a chartered accountant who have an existing professional relationship. Listen as they discuss their own experiences of working together and share their thoughts around best practice when it comes to delivering mutual benefit and enhanced client outcomes.

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Jane's case study

Presented by Clare Moffat, technical manager

Through the use of a case study, we'll look at professional relationships working together on:

  • the impact of divorce on financial planning, including how pensions can be split and sharing DB pensions
  • pension contributions by others to mitigate tax traps
  • trustee responsibilities

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LV= pilots robo-advice paraplanner service

LV= is trialling a robo-advice paraplanner service with advisers and says it has a pipeline of 40 deals with businesses wanting to access its online advice service. Retirement solutions managing director John Perks says LV= is already using a version of the robo-paraplanner and is in discussions with clients about using the technology. Perks says: “We […]


The way forward on suitability reports

Recommendation eight of the Financial Advice Market Review directed the FCA and the advice profession to “continue to work together with the aim of bringing about improvements to suitability reports”. This recommendation referred to the work that Apfa had been undertaking with the FCA and the Financial Ombudsman Service on how to layer and streamline […]

Trusts and Taxations

Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you’ve viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate. View here

Iress: The crucial missing pieces on FAMR

With all that has happened in the last few months, it would have been easy for the FCA to become distracted from the Financial Advice Market Review. So just where has FAMR got to during the six busy months that followed its launch? Some in the industry were quick to criticise FAMR for its lack of substance and […]

Planning now for the residence nil-rate band

Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]


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