Archives for 2022
FCA criticises business insurance claims handling
The Financial Conduct Authority has raised concerns over how firms have handled business interruption insurance claims. It said that some firms had failed vulnerable customers, had poor record-keeping of policy wordings and failed to identify where customers experienced unnecessary delays. The regulator welcomed insurers quickly paying out interim payments, reallocating resources quickly and proactively communicating with […]
FCA criticises business insurance claims handling
The Financial Conduct Authority has raised concerns over how firms have handled business interruption insurance claims. It said that some firms had failed vulnerable customers, had poor record-keeping of policy wordings and failed to identify where customers experienced unnecessary delays. The regulator welcomed insurers quickly paying out interim payments, reallocating resources quickly and proactively communicating with […]
#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi
Welcome back to the 301st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich, and the owner of the online platform of the same name that offers financial education content and […]
#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi
Welcome back to the 301st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich, and the owner of the online platform of the same name that offers financial education content and […]
Many firms backing Financial Planning Week
Many Financial Planning firms are taking part in this week’s Financial Planning Week annual campaign to promote the benefits of Financial Planning. The week, organised by CFP professional body the CISI, got under way yesterday and will run 9 October. It is part of the #10DaysOfFinancialPlanning social media campaign in the 10 days leading up […]
Wealthy use loophole to reap tax breaks — and delay giving away money
The Latest In Financial #AdvisorTech (October 2022)
Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that DPL Financial Partners has raised $20M of […]
Curtis Banks waives £800 commercial property fee
SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year. The move will save clients more than £800 and the provider hopes it will encourage clients who may feel ‘trapped’ with their current provider. The SIPP provider is also aligning its […]
