Essex adviser network signs VouchedFor deal to track client experience
Boutique Essex-based adviser network New Leaf has signed a deal with VouchedFor in a bid to improve its client experience.
Source: professionaladviser.com
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Advisers fear profit dip from £20,000 Consumer Duty compliance costs
Nearly half (44%) of financial advisers expect their profitability to drop due to compliance with the Consumer Duty rules.
Source: professionaladviser.com
Celebrating 50 years of the small self-administered scheme
July marks a significant milestone in the world of retirement planning as we celebrate the 50th anniversary of the introduction of small self-administered schemes (SSAS), Martin Tilley reflects…
Source: professionaladviser.com
PA wants to know your thoughts on direct authorisation…
When it comes to running an advice firm, you are guaranteed to face tough decisions on costs, charging, compliance, tech support, marketing, business development and more.
Source: professionaladviser.com
HMRC docs threaten ability to inherit pension pots free of income tax
A bundle of complex tax consultations published yesterday contained a potential bombshell for anyone expecting to inherit a pension pot free of income tax, Lane Clark & Peacock (LCP) says.
Source: professionaladviser.com