Chancellor George Osborne’s Budget announcement in 2014 held the promise of a new world of retirement solutions, giving providers the opportunity to innovate as never before. The tragedy is that providers have not risen to the challenge laid at their door – largely repackaging and renaming what came before. There is a clear need for […]
The FCA is to consult on producing mission statement in a bid to boost the public’s understanding of what does and its role within society. The mission, revealed by chief executive Andrew Bailey at the regulator’s annual public meeting today, will include a proposal to be published in early autumn followed by a period of […]
While watching the Williams sisters advance to the final stages of Wimbledon, I caught up with the latest financial news. An article caught my eye about an advisory firm being launched in Nottingham called Cockburn Lucas for Women. I wonder what the odds are for Cockburn Lucas to be successful in attracting female clients? The […]
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 […]