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True Potential launches savings dashboard for pension freedoms
True Potential has launched a pension and savings dashboard to help advisers plan and manage client assets following the introduction of the pension freedoms in April. True Potential One consolidates clients’ pensions, GIAs and Isas in one place and is available exclusively to existing clients using the firm’s platform at no extra charge. The platform […]
FCA fines Bank of Beirut UK £2.1m
The FCA has fined the Bank of Beirut UK £2.1m and fined two approved persons for providing misleading information to the regulator. The FCA has also stopped the bank from acquiring new customers from high-risk jurisdictions for 126 days, after concerns the bank was not doing enough to address the risk it was being used […]
The Personal Touch approach to quality control
With membership fees based on the standard of advice given firms have a renewed focus on quality of business, not quantity
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Harry Katz: Is our job a science or an art?
We should never lose sight of the fact we all run a business, not a public service
Treasury looks to address advice gap
By Jamie Clark, Business Development Manager, Royal London Hot on the heels of consultations on tax relief and pension transfers and early-exit charges comes a new investigation into the advice gap, and how this can be bridged. Ever since the new pensions freedoms were introduced, concerns have been raised about how people can get access […]
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Are advice firm buy-outs running the risk of conflicts?
Concern mounting over the strings attached when it comes to acquisition deals Experts are expressing concerns over how consolidators’ deferred payments to acquire advice firms are operating, urging them to avoid the perception of conflicts of interest. The end of 2018 saw a flurry of acquisitions, and the pace of advice firm buy-outs shows little […]
Smart ways to deal with work’s biggest stressors
Psychologist and author of Resilient Me, Sam Owens, shares her key insights for facing work’s challenges and building resilience
Good life gurus: Kathryn and Alan Knowles
Welcome to the fourth instalment of our good life gurus series. We talk to IFA’s Kathryn and Alan Knowles to find out how they got started with an exercise regime and how a healthy lifestyle helps them with work-life balance.