Five minutes with…Barnett Waddingham Sipp specialist James Jones-Tinsley

With Sipps sales continuing their upward trajectory, Money Marketing talks to Barnett Waddingham self-invested pensions technical specialist James Jones-Tinsley about making pensions tax simple and the role of advice ahead of the Money Marketing Interactive conference. What do you think is behind the increasing complexity of pensions taxation? Continuous tinkering of the pension rules by […]

Paraplanning roles open more doors than ever

Paraplanning is a well-known route to becoming a financial adviser, but it can also lead to other career options and hone essential skills There is more to paraplanning than being a stepping stone to advice. In recent years, it has become a career in its own right. It can also take people in other directions […]

Ian McKenna

Ian McKenna: AI – use it or lose to it

AI is already changing lives daily and advice firms need to work out how to use it for their benefit as a matter of urgency This week, I want to look at some of the ways artificial intelligence is really starting to become part of the world around us and how it can be expected […]


FCA must postpone FOS limit increase, says trade body

Adviser trade body Pimfa says insurance companies need more time to establish offer terms reflecting the new Financial Ombudsman Service compensation limit. The new £350,000 ceiling on compensation claims comes into play in less than a week. Pimfa says advice firms cannot be expected to have PI insurance confirmed and the FCA should postpone the […]

Leeds-based wealth manager acquires London IFA

The Private Office, a Leeds-based financial advice and wealth management group, has bought the London wealth management division of SRLV Accountants, SRLV Financial LLP. The cash purchase of the Mayfair advisers includes six staff including two qualified advisers. SRLV Financial provides independent wealth management advice to SRLV Accountants’ personal and corporate clients that mainly work […]