There is no doubt that the Treasury-backed Women in Finance Charter campaign has been a powerful engine of change when it comes to giving women better representation in senior management roles in financial services. Six years after the campaign was launched, 1m people now work in the record 400+ financial services firms which have signed […]
Archives for 2022
Editor’s Comment: Women need a fairer deal
There is no doubt that the Treasury-backed Women in Finance Charter campaign has been a powerful engine of change when it comes to giving women better representation in senior management roles in financial services. Six years after the campaign was launched, 1m people now work in the record 400+ financial services firms which have signed […]
FSCS investigates firm over failure to pay FOS awards
The Financial Services Compensation scheme is investigating Wellington Court Financial Services Ltd over the transfer of client pensions into a SIPP. The FSCS says it will also now consider customers’ claims against Wellington Court. Wellington Court was incorporated in Ireland and passported into the UK under the Insurance Distribution Directive. It had an office in […]
FCA halts business at IFA firm over ‘fee’ concerns
The FCA has stepped in to halt regulated business at a Staffordshire IFA firm allegedly taking unauthorised fees totalling over £250,000 from clients, some elderly and vulnerable. The regulator today placed a package of restrictions on the Tamworth firm, Colbourne & Company. The restrictions stop the firm carrying out any regulated activities due to […]
TPR warns trustees: Get ready for dashboards
The Pensions Regulator (TPR) has warned pension trustees that they need to prepare now for the arrival of Pensions Dashboards amid signs few are ready. The largest schemes are expected to connect to the pilot dashboards system from June next year and TPR is to write to them to alert them to their connection deadline […]
Advisers reveal barriers holding back ESG recommendations
A lack of clear standards and definitions and the risk of greenwashing have been cited as two of the main barriers to financial advisers recommending ESG investments more often to clients. Despite a growing interest in ESG, 56% of advisers believe the lack of clarity about ESG investment is holding back their growth, a new survey has found. […]
“The digital future is already here. It’s way past time to fully adopt the cloud”
Once upon a time the cloud was new and strange, and you could exceed in business without paying it any mind. That time has long since passed. With the ATO embracing digital record keeping and compliance methods, it’s only a matter of time before we see a wholly digital business ecosystem. However, focusing merely on […]
“The digital future is already here. It’s way past time to fully adopt the cloud”
Once upon a time the cloud was new and strange, and you could exceed in business without paying it any mind. That time has long since passed. With the ATO embracing digital record keeping and compliance methods, it’s only a matter of time before we see a wholly digital business ecosystem. However, focusing merely on […]
Prenups are rare. Here’s why that’s bad for wealth management
Paid diagnostic review: Every bookkeeper’s weapon for taking on a big QuickBooks Online cleanup
Knocking out a big QuickBooks Online cleanup project requires the right preparation, tools, and strategy. Imagine if a boxer were to walk into the ring unprepared, without a strategy or the tools to take on their opponent – they would most likely lose the fight. Are you facing the challenge of a messy QuickBooks Online […]