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 […]
Aegon has seen net inflows on its platform triple for the first three months of the year to £968m. Inflows reached £305m in March 2014. Assets under administration stand as £3.8bn as at 31 March, compared to £1.6bn from the same time last year. Aegon says there are now 100,000 investors using its platform, with […]
I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]
Democracy is in a state of fundamental change in our country and I do not just mean the recent election. As a nation we have been navel-gazing on the EU since 1973 and on devolution for about as long. The seemingly insoluble questions of whether the UK should be in or out of the EU […]
It has taken a little longer than expected, but finally the jaws of regulation are closing on those employers who have failed to meet their auto-enrolment (AE) legal duties.
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- Top trends
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