Business Archives - Adviser Business Review

Achieving a more coherent pension/retirement framework

AKG’s Matt Ward draws from the group’s recent paper to look at trends, opportunities and challenges post April 2015 and key recommendations for the industry to benefit from the pension freedoms

How the FCA’s pension freedoms review could reshape retirement

Tom Selby, senior analyst, AJ Bell warns the industry must use the consultation period to flag both the practicalities and any potential unintended consequences of the FCA’s proposals in its Retirement Outcomes Review

FCA Retirement Outcomes Review – our view

Jessica List, pension technical manager, Curtis Banks Group, looks at key points in the Retirement Outcomes Review and the potential impact on savers and investors

Take action to avoid your website being labelled ‘Not Secure’

Your site will display as “Not Secure” in Google Chrome from next month unless you take action, warns CodePotato’s Gareth Thompson

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

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

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

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

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

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.

FCA Retirement Outcomes Review – what’s in store for advisers?

There are signs where the ROR might be focused but the regulator must ensure its proposals are realistic, says AJ Bell’s Tom Selby

Percival and Harrison review suitability report writing at Technical Insight Seminars

Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.