Premium Comparison v97
Expanding your world view

Latest Goodreturns piece

My latest piece on goodreturns is here, which is the follow-up post to the one a fortnight ago,about advisers thinking about their plans. Plus there is this piece written by Susan Edmunds based on some informal comments I made about the need for a change in the law. Of course, only some advisers lack client files and good processed - not all.  The comments quoted in that article are clearly not the whole substance of the matter, but the issue around record-keeping and the application of the Code to everyone who gives financial advice are both essential ingredients for a new regime. 


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