Tax, financial planning and where the two meet

Recent policy changes mean tax planning and more technical advice could be set for a comeback. Is this something the profession is ready for?
Divide and Conquer – In the blue corner…
Hear what the FCA and Quilter CEO Steven Levin have to say on advice and guidance, VI and the relationship between regulator and regulated.
Introducing #langcatlive Divide and Conquer

Now booking for our next #langcatlive gig – Divide and Conquer. We are an industry and profession divided – but can we find a way through?
‘The 91%’: Where the advice gap meets reality

Why are more people falling into the advice gap? And could targeted support help bridge the gap? Our latest report looks for answers.
Regenerating the industry: From guidance to transfers

At a recent roundtable, we discussed where the FCA and industry as a whole should ‘regenerate’ and refocus its efforts.
The Top Class Wednesday Update says consensus works

This week we venture to Pensionsland, not for the lulz but to highlight an interesting skirmish led by our own pensions simian Lord McPhail of The Shires.
The Top Class Wednesday Update is colder than a welldigger’s…

The tail end of last year wasn’t all that and a bag of chips, based on a couple of key platform results we’ve already had in. Is the cost of living crisis starting to bite?
The Top Class Wednesday Update will look after you

Hello hello, me again after a week’s break from Updating at a keyboard in favour of Updating anyone who cared to drop by at HomeGame 2 last week. Thanks to everyone who came along – just under 170 in the room and nearly 300 online – and I hope you had a nice time. I […]
The Top Class Wednesday Update never runs out of gas

So, so many gas jokes you could make this week – do you go down the industry being full of hot air route, the Mark-Locke-with-a-hangover-after-the-Platform-Awards route, the wasn’t-me-it-was-the-dog route, or simply repeat Marina Hyde’s gag of this morning that if you want a really solid investment you should pop out and buy a Calor Gas […]
THE TOP CLASS WEDNESDAY UPDATE IS 35 YARDS OUT

So there you are, not much to do really, edging forward towards the centre circle to see if you can get in shot and improve the value of your image rights, when all of a sudden bad things happen, you’re all tangled up in the net and you’re the subject of remorseless memes like this […]