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Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]
Apfa has failed to submit a request to the National Audit Office to review the costs of the Financial Services Compensation Scheme, despite publicly calling for it almost two months ago. In February, Apfa published a press release calling on the NAO to conduct a value for money audit on the FSCS’s strategic projects. The […]
David has been to see a potential new client about pensions. Paul was a friend of an existing client but took the view pensions were an easy subject. He was somewhat reluctantly seeing David, as it had been suggested he could do with some specific advice, particularly around death benefits and inheritance tax. Paul was […]
There are now more active savers in UK DC pension schemes than in DB pension schemes, according to recent stats from the Pensions Policy Institute. It also estimate that in just 15 years there could be as many as 17 million members enrolled in DC workplace pension schemes*. Based on current experience it is expected […]
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