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PROD is the new Cilla

PROD is a big deal. Actually, scrub that. PROD is a VERY big deal.

What a paraplanner passport might look like

With so many different expectations, this simple document can provide a snapshot of the type of paraplanner behind the CV.

APTA-lutely Fabulous

New rules affecting Pension Transfer advice took effect from the 1st October 2018, replacing the old Transfer Value Analysis (TVAS) with the new Appropriate Pension Transfer Analysis (APTA) that includes a prescribed Transfer Value Comparator (TVC).

Damian Davies: How failing to prove ongoing advice could cost you fees

New suitability rules suggest not obtaining the most up-to-date information can prevent you from taking a fee.

That was then, this is now

A reflective look at retirement planning

Brexit & Due Diligence

Modern Migration: Millions vs. Billions

IHT Exemption for Military Personnel

Proper Help for Heroes

Defined Benefit Pensions

Giving Non-Transfer Advice

The Scorpion and the Frog

Do you remember RDR? MiFID II is looming

The Man in The Mirror

Is your suitability letter compliant?

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    Three tools for perfect factfinding
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