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Adviser / Broking

Vulnerable client processes: What the FCA wants from advisers

Regulation

Vulnerable client processes: What the FCA wants from advisers

Proactive approach in identification and support

clock 26 February 2024 • 4 min read
SJP co-founder Jacob Rothschild dies aged 87

Adviser / Broking

SJP co-founder Jacob Rothschild dies aged 87

Memorial at a later date

clock 26 February 2024 • 1 min read
One third of consumers say advice is less clear since Consumer Duty

Individual Protection

One third of consumers say advice is less clear since Consumer Duty

61% of advisers report having less time to advise clients

clock 22 February 2024 • 1 min read
SimplyBiz launches online adviser academy for members

Adviser / Broking

SimplyBiz launches online adviser academy for members

Partnership with Competent Adviser

clock 21 February 2024 • 1 min read
BIBA releases ESG policy

Adviser / Broking

BIBA releases ESG policy

Focus on transparency and accountability

clock 19 February 2024 • 2 min read
Rebroking protection under Consumer Duty

Adviser / Broking

Rebroking protection under Consumer Duty

An extension of the advice process

clock 19 February 2024 • 3 min read
Only 5% of people would speak to an adviser about costs of later-life care

Individual Protection

Only 5% of people would speak to an adviser about costs of later-life care

18-34 year-olds were 50% more likely to want cover

clock 15 February 2024 • 2 min read
FCA quizzes 20 advice firms on Consumer Duty compliance

Adviser / Broking

FCA quizzes 20 advice firms on Consumer Duty compliance

Questions about ongoing services in response to Consumer Duty

clock 15 February 2024 • 1 min read
The Rising Stars of Protection: Alex Weir

Individual Protection

The Rising Stars of Protection: Alex Weir

"We're advisers, not salespeople"

clock 12 February 2024 • 5 min read
Advisers fearful of further compliance and regulation

Adviser / Broking

Advisers fearful of further compliance and regulation

Pressure and workload are causing unrest

clock 12 February 2024 • 2 min read
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