FCA

Is cashflow modelling a necessity for adviser firms?

Your Business

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

clock 05 October 2021 • 5 min read
FCA sets out new rules for IGCs to assess value-for-money in workplace pension schemes

Your profession

FCA sets out new rules for IGCs to assess value-for-money in workplace pension schemes

First VFM report by September 2022

clock 04 October 2021 • 2 min read
FCA issues warning notices to two IFAs and retail advisory stockbroker over 'pension scam'

Your profession

FCA issues warning notices to two IFAs and retail advisory stockbroker over 'pension scam'

All three remain anonymous

clock 01 October 2021 • 1 min read
Understanding the psychology behind clients' long-term thinking

Your profession

Understanding the psychology behind clients' long-term thinking

PA360 takes place on 7 October

clock 30 September 2021 • 6 min read
ABI urges government to reform advice/guidance framework

Regulation

ABI urges government to reform advice/guidance framework

Changes would help investors

clock 29 September 2021 • 4 min read
FCA warns social media giants over 'dodgy' investment adverts

Regulation

FCA warns social media giants over 'dodgy' investment adverts

‘Putting them on notice’

clock 28 September 2021 • 3 min read
Woodford case heads to court as Leigh Day issues proceedings against Link

Investment

Woodford case heads to court as Leigh Day issues proceedings against Link

Represents over 11,000 claimants

clock 27 September 2021 • 1 min read
FCA bans adviser after 'understating' income in tax returns

Your profession

FCA bans adviser after 'understating' income in tax returns

4Life Financial Planning director

clock 27 September 2021 • 1 min read
DB transfer values hit record highs during August

Pensions

DB transfer values hit record highs during August

XPS Pensions Group index

clock 27 September 2021 • 1 min read
Isio acquires Premier Pensions

Pensions

Isio acquires Premier Pensions

Set to create a combined pensions, investment advisory and employee benefits business

clock 24 September 2021 • 1 min read