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Since 2013 and the introduction of the FCA there has clearly been a greater emphasis on ensuring staff are competent.…
The most important single financial decision facing the baby-boomers of middle England today is what to do with their defined…
I recently attended a ‘complex prime’ lending roadshow. There were many reasons I wanted to attend, taking into account the…
I love coaching – I love watching it, teaching it, observing it… and being coached. I love that you sometimes…
Demonstrating competence and regulatory compliance is a serious business. After all, the costs of non-compliance can be very severe. So,…
For many advisers, Continuous Professional Development (CPD) is a necessary evil that is foist upon them by an over-zealous regulator.…
There, got your attention from the serious stuff in this magazine. And, I promise, that is the only mention of…
In October 2016, the CII announced that it was replacing AF3 – an old favourite, and introducing two new AF…