Entries by ps_master

Eclipse: Full coverage from the last week.

It feels like we’re moving on to yet another phase of the Covid journey of fun we’ve all had the pleasure of experiencing so far in 2020; the immediate crisis is moving behind us*, and we’re now staring into an abyss of challenges and struggles as we deal with the aftermath. Markets bouncing around quite […]

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The thinking behind Project 2030

You may have heard we have been working on a little something called #Project2030. When the world went into lockdown, we knew we had to start looking at our services across The Verve Group differently, ensuring that they are fully future-proofed for our clients. And so, #Project2030 was born and the outcome saw the launch […]

Paraplanner Team of the Year

To say the last few weeks have been busy would be somewhat of an understatement. With the launch of our #Project2030 and the brand-new services that came along with it, our feet have barely touched the floor. So, you can imagine the joy that it brought to the team when our efforts were recognised by […]

New reports – who dis?

So. Suitability reports. Our bread and butter as a business for the last 11 years and for pretty much all of Cathi’s (lengthy) time in financial services. They’ve always been the time-consuming part of the process that advisers have wanted to get off their plate and onto the plates of someone who actually enjoys doing […]

Investment bonds and top slicing – personal allowance

Within the 11th March budget, clarification on top-slicing investment bonds was provided. Naturally, this budget announcement was completely overshadowed by the other more pressing announcements and measures introduced to support the economy. The top-slicing clarification can, however, have an impact on the potential tax position for a significant number of scenarios, so it is worth […]

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#Project2030

We heard from our Client Relations Manager, Dwight to find out how lockdown has affected the working process at Para-Sols and the opportunity it presented to the business. ‘’COVID-19 has obviously posed challenges to businesses across all sectors and financial services is no different. At Para-Sols and The Verve Group as a whole, we’re fortunate […]

Financial Crisis

As you’ll (hopefully) be aware, the world is going through a very difficult time at present due to Covid-19 (Coronavirus). This has not only had a major impact on everyday living, but it has also had a massive effect on the financial markets and you, as an adviser, when servicing your clients. Why should I […]

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Periodic Suitability Reviews

MiFID II has been in force for over two years and still, we find there is a lot of debate as to how best to approach Periodic Suitability Reviews. There are enough articles and blogs covering this topic in general, and we aren’t looking to rehash old territory. However, we still see discussions on the […]