Sunday, May 26, 2024

Services

Risks of Business Ownership Continue After its Sold or Closed

An upturn in the number of practices rethinking their succession planning has emerged as the FAP regime beds down, says Tom Pasley of Robertsons. However,...

Ombudsmen Schemes in Merger Talks

The Ombudsmen for Financial Services Complaints (FSCL) and the Insurance & Financial Services Ombudsman Scheme (IFSO Scheme) are in merger talks. The purpose of the...

Your 2024 Compliance Check List

Industry training firm Strategi Group has published the key activities that it says should demand the attention of compliance officers this year. The firm says...

Tips to Focus on CPD

Strategi has produced a tip sheet for advisers needing to focus more on their continuing professional development (CPD) activities. The industry training firm states the...

The Adviser Platform Discount Offer

The Adviser Platform (TAP) is offering its mortgage aggregation service for 50% off to new advisers for their first six months, so long as...

New Course Helps Close the Training Gap

Training provider MySolutionsAcademy has launched a new adviser training course that it says fills a gap in the market left by the mutuals. Glen Hatcher,...

Asteron Mental Health Programme Update

Since its launch in 2020, Asteron Life's Mental Health Disability Management Programme has received more than 30 referrals. The programme is provided in collaboration with...

Poor Record Keeping Tripping up FAPs

Our report that inadequate record keeping has been identified as a common compliance issue attracted plenty of interest among Riskinfo readers this week.. Inadequate record...

Innovation Award Presented to The Adviser Platform

The Adviser Platform team has won AIA's Licensee Award for Business Innovation to Adviser Services. It was presented to TAP's Key Account Manager Myles Leacy...