Tina Weeks, founder of Serenity Financial Planning, talks about what makes a successful advice firm.
Advisers have no problem demonstrating their technical proficiency to clients. The requirement to be level four qualified, with many advisers going beyond this to become chartered, is proof they have achieved a certain level of knowledge and understanding. But when it comes to soft skills there are no formal training requirements or minimum standards for […]
Originality is a tricky trait to balance. As a columnist, I need to be original in order to captivate your attention as a reader. As a financial planner and wealth manager, originality is a potentially risky behaviour to display, especially if it results in making a recommendation to invest in an esoteric offshore fund. I need […]
Scottish Widows is to move its pension customers en masse to a new default fund that assumes they will go into drawdown or remain invested into retirement. The provider says just a quarter of its customers have purchased annuities since the pension freedoms came into force, rendering its default lifestyle strategy out of step with […]
By Jim Grant, Senior Product Insight & Technical Support Analyst 6 April 2016 brought in changes to employer duties for directors and partners in limited liability partnerships. Here we explain exactly what’s changed. Before 6 April 2016… Directors of limited liability companies where there were no other directors or employees were exempt from the employer […]
This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.
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Money Marketing has teamed up with Taxbriefs to bring you the definitive guide to the EU’s forthcoming General Data Protection Regulation and how it will affect your firm. Get your free briefing with everything you need to know and stay ahead of the game below. Regulation: Do Mifid II and the GDPR have conflicting aims?
Committee shows particular concern over pension scams The Work and Pensions Select Committee wants evidence on whether there are gaps in the advice and guidance market and if customers are changing their behaviour after getting advice as part of its inquiry into the pension freedoms. The committee announced today it is opening an inquiry into […]
Consolidation in the advice market is just beginning, but there is still a place for small, well-run advice firms. That is the message from Ascot Lloyd Bellpenny chief executive Nigel Stockton, who predicted more private equity firms will also invest in the market. Speaking at the Money Marketing Interactive conference last week, Stockton said: “My […]