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Three tools for perfect factfinding

by Damian Davies on 17·11·2023

A Newbie's View of the Profession

by 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.

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This is 50

by Will Morrall on 13·03·2019

The Impact of Article 50 Article 50 of MiFID II states that an adviser must “provide annual ex-post information about all costs and charges related to both financial instruments and ancillary services where they have recommended or marketed the financial instruments, or, where they have provided the client with the KID/KIID in relation to the financial instrument and they have or had an ongoing relationship during the year.”

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APTA-lutely Fabulous

by Damian Davies on 09·10·2018

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).

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“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.

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