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Latest News - Elliot Smith

FCA to trial automated regulatory returns tech with advisers

The Financial Conduct Authority (FCA) has asked advisers to participate in a six month pilot on digital regulatory reporting.

SJP defends British Airways pension transfer seminars

St James's Place (SJP) has defended its engagement with members of the British Airways New Airways Pension Scheme (Naps) regarding pension transfers.

Platforms respond to IFAs' client concerns after Beaufort fallout

Client assets could be used to meet liabilities in the event of platforms failing, as part of the Special Administration Regime (SAR), platform providers have admitted.

Brooks Macdonald revs up planning arm with ex-Towry hire

Asset manager Brooks Macdonald has appointed chartered financial planner Simon Brookes as a director within its growing financial planning arm.

Guildford IFA takes up CISI branch presidency

Guildford-based Chapters Financial director Keith Churchouse has been appointed president of the Chartered Institute for Securities & Investment (CISI) southern branch.

FSCS chief: IFAs must buy more expensive PI to stop lifeboat claims

Mark Neale says FSCS is a first resort because PI policies have not always been effective

Adviser workshop: how to develop your people skills

Some say you can't train people to have people skills. Others say there are ways round that. The debate begins...

British Steel joins Arch Cru and Keydata on PI exclusion lists

Advice on defined benefit (DB) transfers from the British Steel Pension Scheme is now being excluded from professional indemnity (PI) insurance policies, New Model Adviser understands.

SimplyBiz appoints fifth DB transfer partner

The SimplyBiz Group has added a fifth partner to its defined benefit pension transfer referral panel.

British Steel: Third firm pulls out of DB transfer market as claims firms circle

A third firm that gave advice to British Steel Pension Scheme (BSPS) members has opted to pull out of the pension transfer market, a few months after voluntarily agreeing with the Financial Conduct Authority (FCA) to suspend its permissions.

Video pick
8 Comments Play AJ Bell CEO: there will be six more months of replatforming pain

AJ Bell CEO: there will be six more months of replatforming pain

IFAs will have to endure another half year of replatforming trouble by provider-owned platforms, Andy Bell has said.

2 Comments Play Asset managers: 'There is going to be a distribution revolution'

Asset managers: 'There is going to be a distribution revolution'

In footage not used in our original CEO tapes videos, five CEOs discuss how distribution will change in the future. Will 'distribution' be revolutionised by technology the same way that Spotify changed music or the Kindle changed publishing?

NMA Profile
Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates

Adviser profile: Simon Lister and Craig McClurg of ML Financial Associates

For Simon Lister and Craig McClurg, setting up ML Financial Associates was an easy decision because of their unbreakable bond.