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Adviser / Broking

LifeSearch appoints first chief data officer

Adviser / Broking

LifeSearch appoints first chief data officer

Sam Stafford takes on newly-created role

clock 05 September 2022 • 1 min read
Mortgage It: Breaking into the Scottish protection market

Adviser / Broking

Mortgage It: Breaking into the Scottish protection market

“It’s all about treating people the way you want to be treated”

clock 31 August 2022 • 5 min read
FortyOne Money: Creating a legacy in protection advice

Adviser / Broking

FortyOne Money: Creating a legacy in protection advice

“We want FortyOne to be the benchmark of what good financial advice should look like”

clock 23 August 2022 • 5 min read
Submissions for COVER Excellence Awards 2022 close 1 September

Adviser / Broking

Submissions for COVER Excellence Awards 2022 close 1 September

Across provider and intermediary categories

clock 22 August 2022 • 1 min read
I was asked to mystery shop several protection intermediaries. This is what happened

Adviser / Broking

I was asked to mystery shop several protection intermediaries. This is what happened

“In that moment, I felt pressured and quite uncomfortable”

clock 19 August 2022 • 4 min read
The COVER Review August 2022: The COVER Mini Golf Championship

Adviser / Broking

The COVER Review August 2022: The COVER Mini Golf Championship

Now available for members to watch

clock 17 August 2022 • 1 min read
Number of smaller advice firms continues to shrink, analysis finds

Adviser / Broking

Number of smaller advice firms continues to shrink, analysis finds

'Costs of running an advice business on the rise'

clock 15 August 2022 • 2 min read
Should mandatory qualifications be introduced for protection advisers?

Adviser / Broking

Should mandatory qualifications be introduced for protection advisers?

“If you aren't regularly reviewing knowledge, it doesn't really work.”

clock 14 August 2022 • 6 min read
FCA 'disappointed' over product governance and fair value compliance failures

Regulation

FCA 'disappointed' over product governance and fair value compliance failures

Regulator calls out inadequate response to Policy Statement 21/5

clock 12 August 2022 • 3 min read
Advisers express concern over client fines for negligent trust registration

Adviser / Broking

Advisers express concern over client fines for negligent trust registration

Must be registered with Trust Registration Service by 1 September

clock 10 August 2022 • 1 min read
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