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November 2023: Month in review with deputy editor Jenna Brown

November started in fine style with the 2023 Women in Financial Advice Awards, mid-month saw a pensions-packed Autumn Statement and a busy four weeks was rounded off with the release of the much-anticipated Sustainability Disclosure Requirements and the regulator’s ‘polluter pays’ redress framework. Quite the month… ....

United Kingdom , City Of , Lucy Porter , Wasim Mehmood , Geoffrey Armin , Elaine Milne , Isabel Baxter , Baillie Gifford , Jeremy Hunt , Opening Of Parliament , National Insurance , Financial Conduct Authority , Sustainability Disclosure Requirements , Sustainability Mixed , State Opening , King Charles , Professional Adviser , Beyond Work , Changing Face , Consumer Duty , Royal London , Lang Cat , British Steel , British Steel Pension Scheme , Robin Quirt , Financial Advice Awards ,

Fairstone CEO: 'We want to be disruptive on pricing'

Fairstone Group founder and chief executive Lee Hartley is looking to be “disruptive on pricing” by investing in the firm’s adviser platform technology, Sahar Nazir writes ....

Fairstone Group , Professional Adviser , Wealth Portal , Lee Hartley ,

Advisers entering the industry need to 'play the game'

It is important those who want to enter the advice industry, learn to “play the game, particularly when it comes to working with the regulator, delegates heard. ....

Fiona Tait , Financial Conduct Authority , Professional Adviser , Retirement Planning Roadshow , Intelligent Pensions , Retirement Planning , Retirement Planning Roadshow , Fiona Tait ,

Advisers express dismay over IHT Autumn Statement absence

Inheritance tax (IHT) did not emerge as a topic in yesterday’s (22 November) Autumn Statement, despite industry-wide speculation. ....

Alasdair Walker , Elaine Milne , Jeremy Hunt , Nicola Crosbie , David Lamb , Nila Mistry , David Gow , National Insurance , Chancellor Jeremy Hunt , Professional Adviser , Prosperity Life Planning , Milne Wealth Management , Financial Planning , Wealth Management , Autumn Statement , Autumn Statement 2023 ,

'Creating a client safe space': Why adviser coaching skills are vital

Coaching and behavioural finance theories continue to rise in prominence within the advice industry. Here Isabel Baxter explores why these skills are vital for advisers… ....

Samantha Bradford , Chris Budd , Francesca Smith , Institute For Financial , Financial Wellbeing , Personal Finance Society , Duty Bound , Professional Adviser , Financial Planning , Financial Advice Awards , Simplicity Financial Planning , Financial Coaching , Behavioural Finance , Lient Behaviours ,