Simon Thomas

Upcoming rules that could change advice landscape

The safe way to do DB transfers

Cashflow modelling as a tool for advice

Clean up your act over money-launderers

Simon Thomas

New review shakes the motion of pensions

Simon Thomas

Lenders are using more sophisticated tools

Simon Thomas

Heed the warnings on high-risk holdings

Simon Thomas

Help clients make most of new flexibility

What should be on every adviser’s radar

Assessing the right outcome for client and adviser

Platform paper throws up important questions

FCA puts emphasis on transparency and TCF

Simon Thomas

Stakeholder pensions and adviser discounts

It is important to set the record straight

Not quite the end of the world as we know it