It's positive that many financial advisers are seeing the FCA’s advice/guidance boundary review as more of an opportunity than a threat.
Read more ...Editor’s Comment: Planners ready to seize new opportunities
- Friday, 24 May 2024
- Comment
Editor’s Comment: Why the tax burden is getting painful
- Friday, 24 May 2024
- Comment
A lot of what Financial Planners do is related to tax or, to be more realistic, the avoidance of tax. With current trends it looks like they will never run out work.
Read more ...Editor’s Comment: 'We're the FCA and you’re nicked!'
- Friday, 24 May 2024
- Comment
I was intrigued this week by a speech from Steve Smart, FCA joint executive director of enforcement and market oversight, suggesting that the FCA was now as much a law enforcement agency as a regulator.
Read more ...Editor’s Comment: My manifesto for better pensions
- Friday, 24 May 2024
- Comment
Now the dust is beginning to settle on the election, Labour has to turn to the serious work of implementing its manifesto promises.
Read more ...Editor’s Comment: Paying up for regulation
- Friday, 24 May 2024
- Comment
The soaring cost of regulation came home with a thump with a report this week from the FCA that its average salary is now over £71,000 a year - more than double the mean UK average.
Read more ...Editor’s Comment: The best laid plans…
- Friday, 24 May 2024
- Comment
There is little doubt that the pandemic, followed by the cost of living crisis, has turned retirement planning on its ahead.
Read more ...Judy Tennant: Paraplanning is more than a stepping stone
- Tuesday, 21 May 2024
- Comment
Almost half (49 per cent) of Paraplanners believe that their roles are "poorly defined", research from the Lang Cat consultancy has shown, writes Chartered Financial Planner and Paraplanner Judy Tennant.
Read more ...Richard Gillham: Why planners need to talk about philanthropy
- Monday, 08 April 2024
- Comment
Below I share four reasons why I believe Financial Planners should be focusing more on client philanthropy and the benefits it can bring, writes Progeny Financial Planner Richard Gilham.
Read more ...Keith Richards: Why we're backing new Retirement Income Taskforce
- Monday, 08 April 2024
- Comment
A new cross-sector Retirement Income Taskforce (RIT), supported by the Consumer Duty Alliance (CDA), is being launched to collectively tackle the mounting and multiple challenges facing the public and sector alike, writes Keith Richards, CEO of the Consumer Duty Alliance.
Read more ...Editor’s Comment: It's time to kick off
- Thursday, 28 March 2024
- Comment
I never thought I’d see former professional footballers march through central London to protest about financial scams and poor regulation but that’s exactly what happened this week.
Read more ...