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 […]
Fixed penalty notices also increase in Q1.
The FCA needs to urgently clarify when new advice requirements on pension transfers will be applied, organisations across the pensions industry are warning. In its response to the regulator’s consultation on changes to pension transfer rules, the National Association of Pension Funds says conflicting definitions of money purchase benefits risk confusing when advice needs to […]
Running a financial services firm is a bit like engineering, according to engineer turned Attivo Group chief executive Stephen Harper. It is all about systems that can break down completely if they have not been properly maintained, or if the smallest component stops working. “The reason why the system on an engine breaks is usually […]
If looking at government bonds week on week between the 2nd and 9th February, you could easily think that nothing much had happened, but Craig Inches highlights the rollercoaster ride that happened in between. Read the article here Past performance is not a guide to future performance. The value of investments and the income from […]
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