Measuring the value of advice
Finally, a positive news story on advice – with the numbers to back it up on the value of advice.
The Top Class Wednesday Update always provides good value
Mike Barrett takes over today’s #Update to share some insights from the second annual ‘Meaning of Value’ report, commissioned by Royal London and launched earlier in the week.
How the Budget will impact advice pros
What we know so far on the Budget’s implications for advice firm business owners, clients and the planning profession.
The Top Class Wednesday Update can remember what he was doing in 2013
Mike is back in the Update Hot Seat and is planning a party for one to celebrate Consumer Duty’s 1st birthday.
The Top Class Wednesday Update says it is time for a change
Mike is Updating this week and is fully focused on the launch of our latest Advice Gap report.
FCA’s review of retirement income advice gets cautious thumbs up
The FCA review of retirement income advice makes for a pleasant contrast with warnings to wealth managers, but there is more work to be done.
SJP and the ongoing advice saga
Beyond what’s happening at SJP, there are bigger, tougher questions for the advice profession to answer on ongoing advice and fair value.
The Top Class Wednesday Update still doesn’t understand the rules of Pointless
Mike covers the challenge of defining what customers value and why being able to do so matters for Consumer Duty compliance.
How do we deliver pension reform well?
It seemed there were actually some grown ups involved in the Autumn Statement this time round. But what will it take to make a success of their ideas in practice?
The Top Class Wednesday Update has got deja vu
Last Friday it was the turn of Platform CEOs to have their weekend ruined, with the now traditional Friday afternoon publication of a Dear CEO letter.
