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Latest News - Elliot Smith

Payday loan firm used £1.2m pension liberation scheme to pay debts

Three directors of an insolvent payday loan firm which received cash from pension liberation schemes have been disqualified.

AJ Bell technical consultant joins NextGen board

Next generation financial planning community NextGen Planners has announced that Charlene Young will be joining its board of directors.

11 things we learned from the PFS festival

The PFS Festival of Financial Planning in Birmingham set the bar for effort on making conferences a little more sexy. Here are a few pearls of wisdom advisers could take away.

PK Group joins robo revolution as it launches KlikInvest automated service

Integrated financial planning and accountancy firm PK Group has launched a robo-advice offering.

Cable: coalition did 'serious damage' to financial education

The coalition government did 'serious damage' to the way young people engage with money issues in schools, according to Vince Cable.

'I'm out': Alan Smith says percentage fees would fail on Dragon's Den

Alan Smith tells PFS Festival that percentage charging would not appeal to the Dragon's Den investors.

PFS strikes deal with EU planning body before Brexit

The PFS has agreed a deal with the European Financial Planning Association to allow two-thirds of its members to get a qualification recognised across Europe.

Advisers should ditch 3% retirement withdrawal rules, says Okusanya

Abraham Okusanya has said advisers need to drop concepts such as 3% safe withdrawals rates in order to make recommendations that more closely suit a client's circumstances.

Mis-selling minority hands advisers major trust problem

Elliot Smith finds that an inherent mistrust of advice from the general public, and an unwillingness to pay for it, pervades despite clear evidence of its benefits. The FAMR has not made access easier, and it is again up to advisers to take the lead.

FCA updates vulnerable consumer protections

The Financial Conduct Authority (FCA) has set out clearer definitions of vulnerability so as to ramp up its interventions to prevent harm.

Video pick
Play We quiz Standard Life chief on 1825 and Elevate

We quiz Standard Life chief on 1825 and Elevate

In this final instalment of our exclusive interview, Standard Life chief executive Barry O'Dwyer answers Citywire's questions about the company's restricted advice arm 1825, and brands the Elevate platform deal a 'fantastic success'.

2 Comments CIO Tapes 2: two warnings and a lot of optimism

CIO Tapes 2: two warnings and a lot of optimism

Our group of leading asset management CIOs see a lot of opportunities – and overseas investors are buying UK too

NMA Profile
Adviser Profile: Mark Dolby and Chris Shaw of Beaufort Financial (Reading)

Adviser Profile: Mark Dolby and Chris Shaw of Beaufort Financial (Reading)

Mark Dolby and Chris Shaw have embraced cashflow planning at Beaufort Financial (Reading) to help clients take advantage of the pension freedoms. Through their hub model, they now plan to take the firm to the next level.