FCA set to explore simplified regimes in bid to close the advice gap
The academy is providing monthly training sessions for advisers
This is part of the firm’s adviser succession scheme
Despite IHT challenges, confidence in the economy is returning
‘The 31st July milestone is the beginning, not the end’
This highlights a ‘huge' problem likely to be costing retirees thousands
The FCA has tightened transfer rules significantly in recent years
A revised scheme will apply from 1 November 2023
169 advisers graduated from SJP’s academy with 346 now enrolled
The firm reported 'positive progress' in its wealth management segment