The Latest
Buying a business using SIPP & SSAS pension schemes
Can your client’s pension help them buy a business? Jeff Steedman, head of Business Development, Xafinity SIPP & SSAS, looks at the process and the pros and cons involved
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Discrepancies in how HMRC deals with errors
You’d expect broad consistency in how HMRC allows errors to be fixed. Wouldn’t you? Gareth James, head of technical resources at AJ Bell, looks at the different handling of pensions and ISA errors
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How many hats can a regulated Supervisor wear?
The role of regulated supervisor is a complex one which requires support, especially for those new to the role, says Apricity MD Cathi Harrison
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Benefits of 8 and 10 year terms for structured products
Longer investment terms increase the opportunity for structured products to mature with a positive gain for investors, says Colin Mclachlan, Lowes Financial Management
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Why we don’t agree with the PFS view on insistent clients
ATEB Consulting director Steve Bailey explains why the firm believes advisers should not be taking a blanket approach to insistent clients
Featured
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Do you want a 2-Star or a 5-star business?
To move a business from good to great and to unleash the full skillset of the owner and his/her team, requires one thing, says Brett Davidson, MD of FPAdvance
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There’s a better way of doing compliance
Cathi Harrison, managing director of Para-Sols set up her new company Apricity to change the way compliance support is delivered for adviser firms, she tells Rob Kingsbury
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Back-office insight: XPLAN, aligning your service and standards
Sara Row, senior solutions consultant, IRESS, explores how the company’s XPLAN back-office and CRM system can help adviser firms with full client servicing cycle which is aligned with their service standards
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Warning for firms on security and procedures when taking data out of office
Financial technology business IRESS is highlighting the need for adviser firms to check their information security procedures to avoid risks to their business and potential fines.
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How to double your business revenue every 5 years
Want to double your business revenue every 5 years? It’s not as difficult as it might sound, says business coach Brett Davidson
