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Why consistency is key in compliance reporting

by Damian Davies on Apr 15, 2014 at 12:58

The content of a compliant report is outlined by a firm’s compliance officer. As a good paraplanner you should try to push against things that would be better placed in the file than the report, says Damian Davies of The Timebank.

Shop ’til you drop: have pensions become consumer goods?

by William Robins on Apr 15, 2014 at 09:46

The argument that you had to buy an annuity and there was no return from it was never quite true, but people won’t be buying Lamborghinis either.

Self-employed advisers: how to stay the right side of the FCA

by Rebecca Prestage on Apr 10, 2014 at 12:25

There is nothing wrong with encouraging staff to be more profitable but firms must monitor self-employed advisers to satisfy the FCA that no mis-sales are taking place, writes Rebecca Prestage of The Consulting Consortium.

Don’t be scared of ‘just’ being an adviser

by Damian Davies on Apr 02, 2014 at 16:03

Why are people these days scared to admit to being ‘just’ an adviser? And why do planners say people who don’t plan just flog products?

Parsons shows his dragon heart with plans to scale up

by Sarah Pitard on Mar 24, 2014 at 12:30

Sarah Pitard visits Cardiff to meet adviser James Parsons of Whitchurch IFA, who is fired up with ambitions to take on three more advisers and build up client numbers and assets.

Budget 2014: Pension flexibility will create greater advice demand

by Paul Feeney on Mar 20, 2014 at 14:39

Paul Feeney, chief executive of Old Mutual Wealth, believes the government's pension reforms will push more people to seek financial advice.

Paraplanner Profile: Paul Thring of Svensoni Paraplanning

by William Robins on Mar 19, 2014 at 09:31

Outsourced paraplanner Paul Thring favours Defaqto above all other technology.

Webb’s ‘cooling-off’ plans miss the point on pensions

by Fiona Tait on Mar 17, 2014 at 12:38

People already leave annuity decisions to the last minute. If they were given another 12 months, what is to say they won’t make the same mistakes again?

Scotia fine-tunes technique over railroading changes

by Douglas Brown on Mar 14, 2014 at 13:58

Douglas Brown visits the Scottish capital to talk to Bill Smith of Scotia Wealth Management who is fine-tuning services continually rather than redrawing the map.

Adviser Profile: Sylvia Bentham of 1st Chartered Financial Planning

by Tim Cooper on Mar 14, 2014 at 13:39

Sylvia Bentham has taken firm hold of the reins by training her team at 1st Chartered so she can concentrate on growing the business and is already enjoying a boost in profitability.

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  • Douglas Brown

    Douglas Brown

    Audience development manager

    dbrown@citywire.co.uk

  • Sarah Pitard

    Sarah Pitard

    Audience development executive

    spitard@citywire.co.uk

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