News and Blogs Staying ahead in financial services

In today’s fast-changing financial landscape, staying informed is more important than ever. Our financial services team regularly share their expert insights with top industry publications, exploring both challenges and opportunities that are reshaping the sector. From the growing focus on people-first advice to the complexities of decumulation, we tackle the key issues shaping the future of financial services. 

Explore recent articles: 

• FTAdvisor: John Somerville, Director of Financial Services, discusses the importance of attracting young talent to the advice profession through initiatives like the New Talent Alliance. 

• Paraplanner Professional: Richard Cooper, Business Development Manager, examines the FCA’s thematic review of retirement income advice and its overlap with Consumer Duty.

• Money Marketing: John Somerville highlights the need to train and attract new talent as rising life expectancy and retirement under-saving creates significant challenges

  
  

• FTAdviser: Richard Cooper dives into advising clients on care funding options and fees.

  
  

• Professional Paraplanner: Gordon Reid, Business Development Manager, explains how consolidation enhances the learning process and why 'practice makes perfect' is key to mastering skills for practical application.