Cashflow analysis for Pension Transfer Specialists and Drawdown – Simple. Powerful. Essential.
Lifetime financial cashflow planning is now very simple. It is no longer the preserve of…
Browsing: Opinion
Lending into retirement and equity release – will 2018 see an uplift in solutions for the elderly?
How many times have I said this before? Are we on the brink of long…
Something of nothing – or a radical shift in product development?
The run up to the 3rd January deadline for MiFID II felt less like a…
Preparing for GDPR in the insurance sector
In terms of regulatory change, the general insurance firms who comprise the majority of the…
Helping insurance firms prepare for IDD implementation
One of the key drivers for change within any training organisation is the need to…
What are the implications of the pension provisions being introduced in FA2017?
The second Finance Bill 2017 passed its second reading on 12 September and as I…
Competence and qualifications
The Financial Conduct Authority (FCA) has published its quarterly consultation on proposed miscellaneous amendments to…
How often do we hear “I’m not sure I can cope with any more!”?
Normally in this article I focus on a topical issue for our institutional colleagues in…
Mortgages – Competence in the equity release market
The Financial Conduct Authority [FCA] recently announced plans to drop its suggestion of a compulsory…
Preparing for the new GDPR data protection regime
With issues around data protection and cyber security increasingly in the news these days, the…