Latest News

Government should scrap savings silos and the lifetime allowance Government should scrap savings silos and the lifetime allowance

16 Oct 2019

Ken Davy discusses why silos may be good for grain, but not for fairer, simpler, less costly and more effective savings everyone

Paraplanners and the SM&CR Paraplanners and the SM&CR

11 Oct 2019

A look at how the new regime will affect paraplanners within advice firms. 

Get FIT for SM&CR Get FIT for SM&CR

10 Oct 2019

Mark Greenwood takes an in-depth look at the new fitness and propriety requirements of the SM&CR

Leek launches deal exclusively for SimplyBiz Mortgages Leek launches deal exclusively for SimplyBiz Mortgages

03 Oct 2019

Leek United has announced the launch of a fixed rate mortgage product exclusively for members of SimplyBiz Mortgages. 

SimplyBiz Group announces launch of care proposition SimplyBiz Group announces launch of care proposition

26 Sep 2019

The programme will offer access to an online information hub, training on advising older and vulnerable consumers, a dedicated consultancy service and a referral panel of advisers who specialise in the care market.

How do tapering rules affect those in public sector defined benefit schemes? How do tapering rules affect those in public sector defined benefit schemes?

25 Sep 2019

Is it fair for the government to change the tapered annual allowance rules just for the National Health Service?

SM&CR: Conduct Rules, ok? SM&CR: Conduct Rules, ok?

24 Sep 2019

The Conduct Rules are a vital part of the Senior Managers’ Regime, and apply to nearly everyone

Ken Davy: Pension freedom chickens come home to roost Ken Davy: Pension freedom chickens come home to roost

18 Sep 2019

Too many consumers who took advantage of pension freedoms to access their pension pot, and find that now, just a few short years later, the money cupboard is bare. 

Earl Shilton joins SimplyBiz Mortgages lender panel Earl Shilton joins SimplyBiz Mortgages lender panel

09 Sep 2019

SimplyBiz Mortgages has announced that esbs has joined its lender panel with immediate effect. 

The importance of assessing mental capacity The importance of assessing mental capacity

23 Aug 2019

With vulnerable clients, and those in later life, on the increase, Libby Holding of APS looks at key ways to assess mental capacity as part of the estate planning advice process.