I understand there is a bit of a furore right now about something called The Great British Bake Off. My wife enjoys watching Bake Off and, from the little I have seen, it is a harmless enough concept. It is also incredibly popular television, resulting in real commercial success for its owner Love Productions. It […]
I participated in an overseas study tour by a group of Australian financial planning business owners this week by contributing to a session on how we use social media and technology in our firm. They were a really interesting group of people who had also spent time at business school INSEAD while over this way, […]
Deutsche Bank has agreed to sell Abbey Life to rival closed-book provider Phoenix Group in a deal worth £935m. The deal is subject to regulatory approval, and will result in an expected pre-tax loss for Deutsche Bank of €800m (£688m). Abbey Life will add £10bn of assets under management to Phoenix’s Book and around 735,000 […]
Many firms have successfully implemented a platform solution into their business but the FCA’s thematic review paper issued at the start of this year provides more food for thought. As such, now is a good time for advisers to take a fresh look at their arrangements. Undertaking adequate due diligence and research is of most […]
Welcome to the fourth instalment of our good life gurus series. We talk to IFA’s Kathryn and Alan Knowles to find out how they got started with an exercise regime and how a healthy lifestyle helps them with work-life balance.
The FCA has announced a project to better understand how its rules affect smaller firms, including financial advisers. The regulator published a note today informing firms that it would soon conduct a survey to specifically identify how FCA rules impact them, to “help ensure FCA cost benefit analyses and judgements of proportionality take account of […]