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Happy days: Why adviser satisfaction is still sky-high

Heading into 2017, a host of commentators were predicting widespread challenges for the advice profession. Consolidators were snapping up small IFA firms for a reason, the argument went, as the costs of compliance and running a planning business in general continued to escalate. They saw Mifid II and GDPR on the horizon as straws that […]

Advice firm partners with university to tackle recruitment challenge

Bournemouth-based IFA Kevin Forbes of Strategic Solutions has partnered with consultants from Simplify Consulting, representatives of Bournemouth University and other IFAs to launch a student placement programme to encourage young people to join the profession. The “plug and play” initiative Future of Advice is aiming to get 10 students each year placed in advice firms […]

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Henry Tapper: ‘We’ve really made a mess of DB transfers’

First Actuarial director and British Steel campaigner Henry Tapper has criticised the role of unregulated introducers in encouraging unsuitable defined benefit transfers out of the scheme. Tapper has been heavily involved with Operation Chive, the pro-bono adviser-led initiative to give help and guidance to steelworkers after the British Steel Pension Scheme’s collapse left them vulnerable […]

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New FCA directory to make advisers’ histories searchable

Advisers will be included in a new directory proposed by the FCA aimed at helping consumers and other firms check the status and history of people working in financial services. The directory would include people who hold “senior manager” roles that, under the new Senior Managers Regime, would need FCA approval and also people whose […]

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