Blog: DB transfer review will clarify FCA's contingent charging view
Phase three of the FCA’s review of defined benefit (DB) pension transfers is now in the books, and the report makes damning reading for the firms whose files were reviewed by the regulator, while serving as a warning to all firms with transfer permissions.By Elliot Smith - 10 December 2018, 14:50
Done deals: the IFAs who sold their businesses in 2018
This year has seen a host of advisers sell their businesses to consolidators – and sometimes to their own staff. Check out all the highlights from eight months of action here.
Why Prod will weed out unsuitable advice
The latest legislative hurdle offers providers and advisers alike the opportunity to demonstrate clear, repeatable processes that benefit clients
Brexit, Boris & Fray Bentos: Phil Young's 3 step No Deal survival guide
It can be hard to work out who to believe when it comes to the current furore around Brexit. Phil Young tunes out the social media noise with three key questions advisers need to answer before Britain leaves the EU.
Explain your methods for a successful switchover
Like changing a football club manager, firms implementing new technology must ensure everybody is on board to facilitate a smooth transition.
Communication key to delivering fair collective pensions
The government wants to avoid any intergenerational unfairness in creating CDC schemes, but savers must be made aware this could mean cuts to their pension pot.
The Feeney files: the best bits of our exclusive Quilter interview
We recently welcomed Quilter CEO into our studios for an exclusive interview. Check out all the pics here.
Heather Hopkins: AI will soon be doing compliance for advisers
The time it takes to advise a client is one of the main causes of the advice gap, but technology could help.
Buttercase: Closing the advice gap will aid social mobility
The Brexit vote highlighted what George Orwell referenced 80 years ago: wealth inequality in Britain. But IFAs have a chance to redress the balance
IFAs can find business connections through networking groups
Cross-industry groups offer support, opportunities and a sense of community. But it is essential to find one that fits you.