This is a question many advice firms have been considering since the first Lockdown back in March 2020 and its back on the agenda again since the government announced its Plan B measures to tackle Omicron. On the face of it the simple answer would appear to be yes. After all what do advisers need […]
The Financial Conduct Authority (FCA) has published a consultation paper today (6th December) to seek views on whether there should be changes to the protections afforded by the Financial Services Compensation Scheme (FSCS). Wealth Management Advisors have been concerned about the cost of the FSCS for some time now. The costs of the scheme are […]
Read More… from Consultation on Financial Services Compensation Scheme.
The latest research from Scottish Widows shows that women require significantly more in pension savings than men, just to remain equal. The study revealed the following statistics: A 25-year-old man today will live on average to 86, but a woman will live to 89. 3 years longer. That means that a woman would need a […]
MP’s met again last week as part of the Joint Committee looking at the proposed Online Safety Bill, to look at the impact of online fraud. Unfortunately, it looks like they couldn’t agree on the best way to control the situation. There have been calls for financial adverts to be included in the scope of […]
Despite the deluge of publicity about ESG funds it seems that in reality demand is low. Abrdn have just published their annual adviser survey and found that although over 90% of advisers now ask their clients about their ESG requirements, almost a quarter say they aren’t interested in ESG funds and 40% of advisers said […]
Research by Royal London estimates that there are 3.7 million people in the UK with investable assets of £50,000 or more who are not currently receiving financial planning advice. That is a total of £185 billion in assets. The FCA has also recently estimated that there are 8.3 million consumers with £10,000 in “investible” assets […]
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