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Three tools for perfect factfinding

It feels like the art of factfinding often gets diluted by the science of compliance.

How you can get the government to help your clients retire early using a simple ISA allowance!

The Lifetime ISA (LISA) scheme was launched by the Government in 2017 to help ‘millennials’ onto the property ladder. With a generous Government Bonus of 25% on a maximum contribution of £4,000 grossing this up to £5,000, this can provide a real boost and incentive to save for first time buyers.

Is home working still working for you?

If you are debating flexible or even home working, for you or your team, this might be a useful shared experience.

How global ageing populations will affect any client you have that is younger than 71.

In July 2022, the United Nations announced that the world’s population is due to reach 8 billion by the end of the year and that, for the first time, India will surpass China as the world’s most populous country by 2023.

Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant

We have heard it a thousand times; ESG investing, and I use that term to describe any investment with Ethical, Social or Governance considerations, is on the rise and advisers have be speaking to clients about it at their annual reviews.

4 scenarios where pension freedoms could cause your clients a real problem, and what you can do about them.

Pension freedoms, introduced in 2015, offered most people major changes to pension death benefit options and taxation. With all these added flexibilities and tax benefits, you could be forgiven for thinking why would you want to consider anything else for your clients’ pension pot. There are, however, several scenarios when the new flexibilities could be a hindrance rather than a benefit.

This information from the FCA’s Head of Competition Policy will help you understand three new elements to the Consumer Duty price & value outcome.

Recently, the FCA have provided further insight about the price and value outcome through their Inside the FCA podcast with the FCA’s Head of Competition Policy, Ed Smith.

7 questions FT adviser magazine asked me about Paraplanners

FT Adviser were keen to know what I think about Paraplanners. I think I may have been a bit grumpy when I was chatting to them!

How global ageing populations will affect any client you have that is younger than 71.

We sometimes hear clients say that ‘accumulation’ (pre retirement) clients need less frequent reviews than retired clients. There is some logic to this, but when there is the obligation to review clients annually under MiFID it is also a great chance to manage clients expectations about their future. In this article, Alicia explores how global ageing populations will affect any client you have that is younger than 71

How to use annual reviews to give every client peace of mind

MiFID reviews need you to give ongoing, usually annual advice to clients. This gives you a great chance to continually tweak the client’s plans. In this article, I explore ways to manage clients expectations and help them understand what the future looks like.

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    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant

    Similar Articles

    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant
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    by ck_admin
    on February 3, 2025