Guest Column: SM&CR deadline is catalyst for positive change

Since the 2008 financial crisis, regulators have held many firms to account for failings, but very few individuals. The Senior Managers & Certification Regime (SM&CR) was introduced to address this.

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Nicola Watts: The power of Financial Planning

A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.

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Editor’s Comment: A shiver down planners' spines

 

Financial Planning Today’s story this week revealing that more than 600 ‘ambulance chaser’ firms had applied to the FCA for authorisation will have sent shivers down the spine of many planners, IFAs and wealth managers.

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Dan Atkinson: Tax planning is all year round

It seems natural to write about the tax year end and ‘ISA season’ at this time of year.

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