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What advisers are telling clients about the energy crisis

Advisers were lukewarm in their reaction to newly-elected Liz Truss’ energy plan, which limits average annual household bills to £2,500 over the next two years. ....

United Kingdom , Darren Cooke , Marlene Outrim , Kerry Nelson , David Gibb , Jvs Associates , Circle Financial Planning , Quilter David Gibb , Family Wealth , Liz Truss ,

Behind the Headlines: The reshaping of the FCA's Covid survey

As the Covid-19 pandemic broke out, the Financial Conduct Authority sent mandatory surveys to regulated firms such as financial advisers, wealth managers, platforms, as well as personal and commercial insurance intermediaries. ....

West Riding , United Kingdom , Richard Ellis , Darren Cooke , Neil Liversidge , Ellis Davies , Riding Personal Financial Solutions , Financial Resilience , Financial Conduct Authority , West Riding Personal Financial Solutions , Circle Financial Planning ,

intelliflo's iO back office system drops out of use due to login glitch

Intelliflo's issues continued on Friday as its back office system suffered login problems causing inconvenience for a number of financial advisers. ....

Darren Cooke , Andrew Neligan , Professional Adviser , Circle Financial Planning , Financial Planning , Andrew Neligan , Darren Cooke ,

FCA defends controversial Covid survey | Mortgage Strategy

The Financial Conduct Authority has defended its coronavirus financial resilience survey to advisers despite a backlash from the sector. The FCA recently alerted advisers that it was issuing its Covid impact assessment survey this month and regulated firms must submit their response within 20 working days. According ....

Darren Cooke , Financial Conduct Authority , Mortgage Strategy , Money Marketing , Circle Financial Planning ,

FCA defends Covid financial resilience survey despite backlash from advisers

The Financial Conduct Authority has defended its coronavirus financial resilience survey to advisers despite a backlash from the sector. ....

Darren Cooke , Financial Conduct Authority , Money Marketing , Circle Financial Planning ,