Platform switching
by Jill Chadburn on 03·03·2020
Transferring between platforms made easier When platforms came along, they felt like a utopian solution to replace the old, tied insurance products.
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Funeral blues
by Lucy Aldridge on 14·01·2020
‘Stop all the clocks, cut off the telephone. Prevent the dog barking with a juicy bone. Silence the pianos and with muffled drum. Bring out the coffin, let the mourners come’.
How the Grandkids can pay your Pension
by on 18·09·2019
Grandparents or family members who care for their grandchildren whilst the parents work, may be eligible to claim additional NI Credits towards their state pension. This is particularly valuable if your client shave gaps in their NI record.
A Newbie's View of the Profession
by Steffan Knight on 06·08·2019
Steffan joined us in the support team around 6 months ago. His goal is to become chartered and join the paraplanning team. Being young, and having only worked in the industry for a couple of years, we thought it would be interesting to ask him what his views of paraplanning are in the context of the wider financial planning business. A fresh set of eyes can land their focus on unexpected areas, so see if these views are beneficial to your business.
PROD is the new Cilla
by Damian Davies on 20·06·2019
PROD is a big deal. Actually, scrub that. PROD is a VERY big deal.
Demonstrating an adviser’s worth and value
by Damian Davies on 30·05·2019
Your job is about to get a whole heap harder. Since the start of 2018, ex-poste charges disclosure means you have to state explicitly the effect that your fees have on the client’s investment returns.
What a paraplanner passport might look like
by Damian Davies on 15·01·2019
With so many different expectations, this simple document can provide a snapshot of the type of paraplanner behind the CV.
“Breaking up is hard to do” and MiFID2
by on 25·09·2018
The consequence of MiFID is that if you take a fee for providing a service you have to provide that service or refund the fee. Quite straightforward really and fair to the client, the rub comes when advisers and their firms work out the real cost of providing that service in a post MiFID2 world.
Damian Davies: How failing to prove ongoing advice could cost you fees
by Damian Davies on 19·09·2018
New suitability rules suggest not obtaining the most up-to-date information can prevent you from taking a fee.
Insistent Clients
by Sean Donald on 26·10·2017
Identifying Them & Remaining Compliant