Full licencing - what does it look like?
Now the dust from March is settling and advisers have got their heads around most of what is required, it's time to start pushing forward with getting full licensing done.
But what does that look like?
I sat in on the session Partners Life did on getting through the licensing process with Mark Banicevich. It was a damn good session and one you should get along to if you have a transitional license and are yet to get started on the full...MORE»
Death by 10,000 paper cutsTuesday, September 7th, 10:19AM
The advice industry is undergoing much change, and you could be forgiven if you hadn't noticed what's happening to our brethren - mortgage advisers. MORE» |
Policy Servicing: What to do now and how is Covid changing thingsTuesday, August 24th, 12:45PM
We well know that calling the provider, it doesn't matter who or what discipline, the chance of getting a 100% accurate answer is unlikely. MORE» |
Income protection: Why taxable losses are not the right advice
Frankly, there are only two reasons loss of earnings, agreed or indemnity, is sold over agreed value - the commission is more, and the work required is less than doing non-taxable agreed.
MORE»The FSPR is moving in directions we haven’t discussed
The industry has been watching the ups and downs of the Financial Service Providers Register (FSPR) like a hawk, and it seems we are finding the data somewhat less helpful than we anticipated.
MORE»Complaints and the problem with professional indemnity insurance
We've all seen the renewals for various PI schemes starting to be published and it would be fair to say people are experiencing a bit of shock.
MORE»Educating the educated - Code Standards 6, 7, 8 and 9
Yes, it is somewhat of a minefield and the further down the rabbit hole you go the less sense it makes.
MORE»Keeping up - but not with the Kardashians
Education is one area we need to spend more time on than we have previously budgeted and considered, although we all knew it was coming.
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