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October 11, 2023
The recent Pensions Awareness Week got me thinking more about pensions and helped prompt the idea for our cover feature. Now I’m wondering who’s got the key to the triple-lock challenge.
October 10, 2023
The integration hurdles in UK adviser tech have been a frequent topic of conversation. However, the US faces similar challenges.
October 3, 2023
The advice profession has recently been called on to place greater emphasis on avoiding foreseeable harm to retail customers, a consideration many advisers have actually factored in for a long time.
October 2, 2023
While AI can be an effective and powerful 'servant', it also has the potential to be a bad 'master' if it is not fully understood. We are therefore keen to see a regulatory framework which allows firms to introduce AI components while ensuring appropriate levels of investor protection are maintained.
September 29, 2023
Imagine if financial services had their equivalent of the Razzies? They could potentially be called the Duteries? The awards recognising the very worst in service.
September 26, 2023
Is there any other profession where so many external changes have influence from one year to the next?
September 25, 2023
The way the FOS interprets any new rules brought forward as part of the FCA/Treasury joint review will play a central role in their success or failure.
September 22, 2023
Consumer Duty has four outcomes. However, one could believe there is only one judging by all the column inches devoted to price and value in the run up to the July deadline.
September 15, 2023
My alarm goes off at… ...6am. I always exercise in the morning, whether it is spin or some kind of circuits class. It completely invigorates me for the day and gets the endorphins going. This is followed by a pup walk with my gorgeous Aussie Doodle, called Koda. She makes me smile all the time! I wanted to work in
September 14, 2023
One fundamental question is whether Labour would start everyone off with a ‘zero’ figure for the amount of lifetime allowance so far used up?