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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Three advice firms have stopped giving pension transfer advice following work by the FCA over the future of the British Steel Pension Scheme. A statement this afternoon details the FCA’s “information gathering exercise” to identify the firms that have been most active in advising people to transfer out of the scheme. The regulator got information from […]
The FCA has launched a consultation on its approach to authorisation and competition, which will be open to responses until March next year. Following the launch of the FCA’s mission in April, the approach documents are the second and third in a series of papers explaining how the watchdog tackles regulation. The first document, the […]