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1 week ago | 
moneymarketing.co.uk | Tom Browne |Steven D. Levin |Momodou Musa Touray |Roderic Rennison
Half of UK advice firms are reviewing their client bases for segmentation as they prepare for the outcome of the Financial Conduct Authority’s Advice Guidance Boundary Review, according to new research from Dynamic Planner. The Advice 2025 survey, conducted independently with more than 400 advice professionals, found that 50% of firms are reassessing how they segment their clients in anticipation of policy changes.
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2 weeks ago | 
moneymarketing.co.uk | Roderic Rennison |Kimberley Dondo |Damian Davies
As I approach a milestone birthday after over 50 years in financial services, I’ve been reflecting on what’s shifted, what’s stayed stubbornly the same and what I wish we’d cracked by now. Here’s my list: one observation per decade. Five things that have changedProfessionalismBack in the 1970s, I started selling life insurance door to door with a memorised script penned by two actors called Ray and Vince.
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2 months ago | 
moneymarketing.co.uk | Darius McQuaid |Roderic Rennison
Standard Life has adopted the ‘Sustainability Improvers’ label under the Financial Conduct Authority (FCA’s) Sustainability Disclosure Requirements (SDR) regime for customers invested in its Future Advantage fund range. It means it has, altogether, invested close to £30bn via sustainability focused investment funds. In December 2024, Standard Life announced it received the regulatory green light to be the first mainstream provider to adopt the ‘Sustainability Improvers’ label.
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2 months ago | 
moneymarketing.co.uk | Lee Quinn |Roderic Rennison |Kimberley Dondo
After a week of unprecedented stock market volatility, the rollercoaster of being a financial planner took a dramatic turn after a relatively smooth 18 months. Now in my ninth year as a financial planner, I was under no illusion that every year would be plain sailing when I started. However, as we enter what appears to be our third bear market in five years, the client relationship continues to be evaluated in what has been a huge learning curve for many younger and inexperienced planners alike.
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2 months ago | 
moneymarketing.co.uk | Kimberley Dondo |Roderic Rennison
The Financial Conduct Authority is “failing to harness” innovation such as artificial intelligence to help close the advice gap, EV managing director Chet Velani has warned. He argued that targeted support may provide a “step up” from the current support consumers get from guidance solutions. However, there seems to be a “lack of urgency” in the regulator’s vision on the use of technology, which Velani believes these could provide a more personalised recommendation at scale.
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2 months ago | 
moneymarketing.co.uk | Ian Richards |Roderic Rennison |Momodou Musa Touray
Technical sustainability compliance specialist ESG Accord has launched a free-to-access course examining sustainability in the investment advice process. The course is available to all UK financial advice firms and delivers five hours of LIBF-learning and CPD accreditation via the Accord Initiative’s academy, launched in July last year. It joins ESG Accord’s growing suite of accredited learning resources. This includes an anti-greenwashing course, which is also LIBF learning and CPD accredited.
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2 months ago | 
moneymarketing.co.uk | Tom Browne |Dan Cooper |Kimberley Dondo |Roderic Rennison
It’s fair to say 2020 and 2021 weren’t your average years for MM, unless your average year includes a global pandemic, an economic nosedive and a political shake-up or two. Let’s start with the obvious: COVID-19. Practically overnight, the world shut down. Shops closed, planes were grounded and a sizeable chunk of the workforce swapped commutes for kitchen tables. The UK economy took a brutal hit, shrinking nearly 10% in 2020 — the steepest fall in over 300 years.
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2 months ago | 
moneymarketing.co.uk | Roderic Rennison |Darius McQuaid
Those of you who are regular readers of my Money Marketing articles will know that I often mention of the importance of retaining competent and professional advisers before entering into any transaction, be that a sale, a management buy-out, setting up an Employee Ownership Trust (EOT) or organising a family succession.
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Jan 28, 2025 | 
moneymarketing.co.uk | Tom Browne |Roderic Rennison |Kimberley Dondo |Darius McQuaid
Dynamic Planner, the UK’s leading digital financial advice platform, has launched a new feature, Financial Personality Insights, designed to provide advisers with a deeper understanding of clients’ behaviours, emotions and thoughts around financial risk. This enhancement builds on the platform’s established Attitude to Risk (ATR) questionnaire, offering more personalised advice capabilities.
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Jan 27, 2025 | 
moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Trevor Greetham |Roderic Rennison
Schroders has announced it is set to adopt all four of the Financial Conduct Authority’s (FCA) Sustainability Disclosure Requirements (SDR) labels for 16 of its funds. All four ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals’ labels will be used. In December 2024, Schroders said it planned to adopt ‘Sustainability Focus’ and ‘Sustainability Impact’ labels for 10 of its funds.
