Archives for March 2023
Weekend Reading For Financial Planners (April 1-2)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that, according to a recent survey, RIAs are considering metrics for growth other than assets under management, from the number of clients to diversifying the services they offer. And given that growth can create additional time […]
Editor’s Comment: An unfair State Pension
Fairness in pensions is very important, particularly when it comes to the State Pension. It is sadly, increasingly missing from Government pension policy. Work and Pensions Secretary Mel Stride MP missed an opportunity to properly address State Pension fairness – the fairness between rich and poor pensioners – this week when when he announced […]
FCA commits to delayed SDR review
The FCA has pushed back plans to provide a new regime for Sustainability Disclosure Requirements (SDR) and investment labels. The regulator is considering tightening the rules on SDR requirements and investment labels which could see much tougher restrictions on the use of labels such as ESG. The aim is to avoid the abuse of sustainability rules and to […]
FOS to freeze case fee at £750
The Financial Ombudsman Service is to freeze its individual case fee at £750 for a third year as its strives to reduce the financial strain of its services on regulated firms. The FOS will also allow consumers to “self-serve” complaints through a digital portal to cut down on administration and help deal with a backlog […]
Small business management challenges and how to overcome them: from marketing to HR
“Managing a small business can be a rewarding experience,” says Grace Morris, Digital Content Specialist at Traqq. “With the right strategies and work policies, you can build a formidable brand, beat challenges, and scale your business.” There are more than 2 million small businesses in Australia, and if they share anything in common, it’s management […]
Six practice apps to make FY24 your best yet
Over recent years, the world of accounting and bookkeeping has evolved with the times. From advancing business models to offering expanded services to be able to meet new client demands; change has been a constant for the industry. The biggest shift, however? Alongside small businesses, many practices have digitalised rapidly to keep pace with today’s […]
Xero talks: highlights from an afternoon focused on the future of accounting
The first-ever Xero Talks event took place on 15 April, and judging by the energetic conversations happening on and off stage, it was a huge hit with attendees. Key speakers on tech, talent, and industry change gave us their insights in following sessions: Three things in life are certain: Death, taxes, and AI Navigating the […]
State Pension Age rise to 68 to be reviewed
Work and Pensions Secretary Mel Stride told MPs in the Commons today that the rise in the State Pension Age to 68 will be put on hold. Mr Stride confirmed, however, that a planned rise in the State Pension Age to 67 between 2026 and 2028 will go ahead. There will be a review of […]
Let’s join together to put an end to late payments
Late payments have long been one of the biggest frustrations for small businesses. They cost jobs. They force healthy businesses to close. They stop businesses from meeting their own commitments, like paying their people. They cause any number of sleepless nights and serious mental health consequences as people running small businesses are forced to juggle […]