The Financial Services Skills Council has published drafts for the QCF level four specialist standards, as the Professional Standards Advisory Group signs off the final version of the core standards.
Alternatively secured pensions are high on the list for change but do they have a place in retirement planning?
Better Retirement director Keith Thompson warns that advisers must have a thorough understanding of a client’s income-related benefits and be aware of the pitfalls before recommending equity release
I have read many of the letters on this topic and am staggered that no one has yet spotted the obvious flaw in Towry Law chief executive Andrew Fisher’s statement. He says it is not physically possible to trace back who these clients are and, in doing so, demonstrates either an ignorance of basic business […]
Have you ever wondered what happens to someone’s investment bond on their death if it is not written in trust? When someone dies it is essential to deal with their estate, which can be made up of their home, belongings, investment bonds and anything else they may have owned. But, it is not as simple […]
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A well-written, well-executed strategic plan is key to enhancing the value of an advice firm
The Pensions Ombudsman and The Pensions Regulator have agreed to share information to increase their understanding of issues in the sector. The agreement follows the FCA and TPR announcing in February they will work together on a strategy to tackle risks in the pensions sector over the next five to 10 years. The agreement announced […]
Platform Alliance Trust Savings continues to be affected by staff departures as three senior executives are understood to have left the business. Money Marketing understands commercial director Ed Carey and customer services director Gordon Murray have recently resigned from their posts. According to LinkedIn, Carey joined ATS in 2016 as sales director before taking on the commercial […]