Business

• Percival highlights key areas in Defined Benefit Transfers suitability

  

  With the Financial Conduct Authority (FCA) continuing to find problems in the DB transfers market, Rory Percival provides an update on the policy developments, the FCA’s thinking and potential for new rules to come in

• Staying compliant when using cloud services

  

  ATEB Consulting’s Steve Bailey looks at the FCA’s latest guidance and what it means practically for firms The FCA has updated its guidance for firms outsourcing to the ‘cloud’ to … Continued

• Using technology for advice management

  

  Good advice management is like travelling with a suitcase, suggests Sara Rowe, senior solutions consultant, IRESS. She uses XPLAN’s functionality to illustrate her point

More Articles

• Giving great service: What advisers can learn from the Japanese ethos

  

  Anticipation and forethought can help differentiate your service and your business for clients, says Brett Davidson, MD of FPAdvance. The Japanese have a word for it

• Innovation or evolution? What best supports advisers?

  

  When we consider innovation, might we need evolving products, platforms and toolkits to support advisers rather than a requirement for wholesale changes? asks Standard Life’s Alastair Black

• Protection for platform investors – should you be nervous?

  

  In the light of a recent high profile broker failure, AJ Bell’s Martin Jones looks at what protection is in place for platform investors, whether they are still sufficient and the importance of platform due diligence

• 10 tips for choosing the right PR company

  

  How do you choose the right PR agency for your business? Shelly Durrant, account director at Newgate Communications provides 10 top tips

• New service helps advisers become directly authorised

  

  Apricity recently launched its Going it Alone service, which helps advisers become directly authorised. We asked MD Cathi Harrison about the challenges advisers face when looking to become directly authorised

• Three marketing lessons from outside financial services

  

  Bryony Thomas, author of Watertight Marketing, provides three examples from outside financial services to inspire and motivate adviser firms’ marketing 

• 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