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Latest News - Phil Young

Column: GDPR poses problems for client data held on the cloud

For advisers storing or processing client data over the cloud, the general data protection regulation (GDPR), which comes into force on 25 May 2018, may shake things up.

Phil Young: reputation of advice hurt by British Steel problems

The rising public pressure on defined benefit (DB) pension transfers, especially in the British Steel Pension Scheme, has damaged the reputation of advice.

Phil Young: trust me, clients love cashflow plans

Phil Young's cashflow plan allows him to set an achievable goal, and is much more interesting than a suitability report.

Phil Young: Four regulatory changes IFAs should be up to speed with

Take note of these four impeding regulations or risk falling behind says Zero Support managing partner Phil Young.

Phil Young: don't describe DB transfer short cuts as 'outsourcing'

Caught between client and another party, advisers must ensure they make it completely clear they are acting only as introducers rather than attempting to pass on their responsibility.

What Caerus means to Intrinsic and Old Mutual Wealth

Old Mutual's valuation of Caerus will reveal what is behind its acquisition.

Commission changes muddy the waters of adviser acquisitions

The technicalities surrounding the acquisition of client banks are more confusing than ever following changes in adviser commission and the legalities of passing clients over to new firms

Phil Young: Pro bono work can get your career off to a flying start

Voluntary pro bono work is of social value, good PR, and helps young advisers rack up CPD.

Five reasons employers should give a monkey’s about auto-enrolment

UK firms need a punchier message to drive home the benefits as well as the consequences of non-compliance.

The claim game: how complaints firms are targeting IFAs

Some claims management firms looking for revenue to replace PPI business, which has tailed off, are targeting advisers – and courting IFAs to pick up compensated clients, writes Phil Young of Threesixty.

Video pick
Play Boutique tapes: if you want to get rich, work for Goldman Sachs

Boutique tapes: if you want to get rich, work for Goldman Sachs

In the first edition of a four-part series, four boutique bosses reveal how they convince top fund managers to join them.

Play Frenkel Topping chair: why we are going it alone after sale attempt

Frenkel Topping chair: why we are going it alone after sale attempt

Frenkel Topping executive chairman Paul Richardson told New Model Adviser® the company did not sell as planned last year because it realised it could grow as a company without the aid of a strategic partner.

NMA Profile
Adviser profile: Claire Phillips of First Wealth

Adviser profile: Claire Phillips of First Wealth

Despite plans to cut client numbers in half this year, Claire Phillips says First Wealth is committed to closing the advice gap and improving financial education