On this week’s episode of The Pro Adviser Podcast, Hannah Godfrey talks to regulatory guru and former FCA man Rory Percival about the latest policy statement on a ban on contingent charging, and what advisers can take away from the material.
Percival, who worked at the Financial Conduct Authority (FCA) for ten years before setting up his own consultancy firm, tells listeners he was "disappointed" to hear record keeping continues to be problematic...
Despite relevant information supplied
Co-produced with PFS
'Spent 18 months agonising'
Cherry Reynard talks to New Talent Awards 2020 Financial Adviser of the Year Alex Johnston, who tells the story of his so-far short but unique career...
Confirmed intentions in May
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Tax rises ‘further down the line’
Unveiled National Infrastructure Strategy
Consulted on making changes sooner
SM&CR deadline 31 March 2021