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Kim North: Hunter instincts and the advice process

Sitting in a chartered and certified IFA business I am bombarded with online messaging. I would love to have the luxury of clicking through from a Money Marketing headline to read a whole article but a client’s email appearing over the website will always take priority. So I deal with my client’s request, keep reading […]

SimplyBiz ditches sale and IPO plans

Support services and compliance firm SimplyBiz has shelved plans to sell the business or launch an IPO and is instead exploring alternative funding options to remain independent. In January, SimplyBiz confirmed it was considering floating the business on the Alternative Investment Market or selling a stake in the firm to a trade buyer or private […]

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FCA orders skilled persons reports for eight advice firms over insistent clients

The FCA has ordered eight advice firms to carry out skilled persons reports in relation to insistent clients following a thematic review on pension transfers, Money Marketing understands. A skilled persons report, also known as a Section 166 report, checks for weaknesses or failings in a firm’s practices. The review can result in enforcement action […]

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