“In July 2022 , the FCA confirmed plans to introduce a new Consumer Duty that will set higher and clearer standards of consumer protection across financial services and require firms to put their clients’ needs first. This webinar, presented by Mark… Read More »Consumer Duty – FCA expectations of firms
FINE TUNE YOUR FINANCIAL PLANNING SKILLS If you haven’t visited the pfspower.org website yet, now is the time. Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar… Read More »POWER
Webinar: Watch On Demand. In February Hiten Parmar of Foresight Group joined us to discuss the key benefits of business relief, where Business Relief is appropriate in client portfolios and how sustainable investing can benefit Business Relief funds. With allowances… Read More »How sustainable investing can combat the squeeze on Inheritance Tax
With £5.5 trillion set to pass between generations over the next 30 years, it is clear that this wealth transfer represents one of the greatest opportunities for the financial advice sector. Yet, generational shifts in attitudes and ways of accessing… Read More »A Changing World: Opportunities for Financial Advisers