How pension dashboards may shape the new consumer duty
It’s already a commonplace that the Consumer Duty shifts the obligation on those providing financial…
Browsing: Opinion
Why CPD is here to stay
Just occasionally it’s good to remind ourselves why something is important and CPD is one…
FCA requirements – Supporting mortgage customers in financial difficulty
In my last column I focused on the FCA’s Dear CEO letter to Retail Mortgage…
Are investment pathways doing any good?
My laptop stopped connecting to local networks last week. It turned out that I had…
FCA strategy for retail mortgages
While FCA Dear CEO letters are usually targeted at a particular type of regulated firm,…
Annual allowance -It’s that time of year
This is the time of year, when clients invariably ask how much can I pay…
Managing difficult conversations
There will always be times in our lives where we are faced with conversations that…
Financial Advisers – How to become the best at what you do
How do you become the best at what you do? Here at Expert Pensions, we’ve…
A new angle on learning
Admit it, company mandated training is something none of us look forward to. Being told…
Why the State Pension Age is under review (and how this explains higher taxes)
The DWP is looking again at the state pension age which it last reviewed with…