We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Providers be aware, advisers have long memories
22 April 2020
When it comes to Sipps, we have read much in the industry press of court cases and due diligence for what seems many years.
Our continuing focus on you and your clients
30 March 2020
This is an unprecedented and testing time for you and your clients. We appreciate this is a critical time for communicating with your clients and reassuring them that the advice you have given them is sound.
Life and protection advice: how valuable are additional support services?
25 March 2020
When it comes to the financial planning process, the value of extending the service to include life and protection policies can sometimes be overlooked by advisers. Ben Heffer looks at the range of additional support services available and reviews adviser attitudes to their value.
What advisers should have learned about MiFID II so far
10 March 2020
As 2020 has begun we are all preparing for Boris’s Brexit Express to leave the station and take the UK on a journey into the unknown.
Record low-interest rates for Equity Release loans
25 February 2020
Equity Release (ER) loans, that are secured against a property and paid off from the sale of that property when the borrower dies, are being offered at record low-interest rates.