2 November 2017

Advisers need instinct as well as knowledge

As legislators and regulators across Europe – Brexit bit between their teeth – are poised for all sorts of eventualities, advisers can at least rest assured that change is the constant on which they can depend. But in the midst of seemingly constant flux, it can become easy to bow to what is insisted upon […]

Facing up to Solla’s version of Alan Sugar

My five years are up. Up until now I have been submitting relevant CPD every year but now I am having to completely reapply for my Later Life Adviser Accreditation with the Society of Later Life Advisers. That means getting a lot of ducks in a row for the submission and this week is the […]