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A pain in the ASR’s?

We’ve heard these mentioned a lot over the last couple of years, following the introduction of Mifid II. However, any good adviser would have been carrying out annual reviews well before this. Mifid II just brought about some necessary tweaks to those reports, such as; Clearly assessing the suitability of previous advice given, and reconfirming […]

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#FYIFinance – Paraplanner

As part of The Verve Group’s #FYIfinance series, our very own Alex Buckle was featured to give the low down on all things being a paraplanner… Not many people have heard of the paraplanning role in financial services, including Alex, who explains how she got into the industry below… “I first came across the role […]

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To keep or not to keep?

That seems to be the question now in relation to open-ended property funds. Our friends at Apricity summarised the main proposed changes under the Consultant Paper 20/15 which you can read here, including the options available to you at your firm. Here, we’ll look at some of the practical considerations. Approach to making changes Assuming […]

The planned changes around DB – what you need to know

Following the PS20/6 from the FCA, they have stated that when it comes to Defined Benefit (DB) transfers there are “too many instances where transfers were not in consumers’ best interests”. The focus of the review therefore, is to empower consumers and ensure that consumers understand the advice given. It is important then from a […]

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Returning to the office post-Covid

I’ve had loads of questions around returning to the office and I know many business owners are struggling to figure out the best way to approach it, so thought I’d share our experiences. There’s a lot of different views around IF a return to the office should happen. In the early days of giddiness around […]

How paraplanning might change in the future

Paraplanning is still a pretty new job; I still find myself explaining to friends and family what it is I do (no, it doesn’t involve parachutes, paragliding, parasailing). However, even in that short time, the role has changed a lot, and continues to change. This is never more obvious than at the current time, when […]