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 ...Editor’s Comment: A bigger Consumer Duty?
- Thursday, 28 March 2024
- Comment

Many have assumed that the Consumer Duty is a fixed piece of regulation, a tablet handed down from upon high about how to be decent to clients.
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