Financial advisers could use the requirements of the Mental Capacity Act 2007 coming into force this year to help to establish professional connections, says Standard Life.Estate planning specialist Julie Hutchison says in Scotland the cost of registering a power of attorney is around 35 but the cost in England is expected to be over 100.Last […]
Was the Budget good for your clients?Yes 12.5% No 87.5% No “It was good for some and not for others but the truth is that fewer will win than lose, a typical trait of the Budget in recent years.”John Doney, Capital Tower IFA Yes “It was a pretty neutral Budget but I would lean towards […]
Bupa Group Risk has set up an online system that enables intermediaries to generate a quote and buy cover within 30 minutes. The platform offers a range of group protection products suitable for smaller schemes.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]