STEP announces the highest achieving students from across the globe in its standard-setting exams for trust and estate practitioners
The global professional membership body STEP is delighted to announce the winners of this year’s worldwide Excellence Awards. STEP’s Excellence Awards celebrate exceptional student achievement by recognising the highest achievers across all STEP qualifications and its Essay Route to membership. A total of 47 practitioners from Australia, Bermuda, Canada, Cyprus, Dubai, Guernsey, Hong Kong, Italy, […]
FCA launches ‘targeted support’ in ‘once in a generation’ reform to financial advice
The Financial Conduct Authority (FCA) have announced what it describes as ‘once in a generation’ reforms to the advice firms are able to provide around pensions, investments, and savings. In an effort to tackle the ‘advice gap’, the FCA have announced proposals which would allow firms to offer a new type of help called ‘targeted […]
The state of the probate market – have your say
The Council for Licensed Conveyancers (CLC), which also regulates some probate providers, is conducting a survey on the state of the probate market. In the latest Family Court Statistics Quarterly covering January to March 2025 published last week the registry revealed it has more than halved the time it was taking to issue a grant after […]
Closing the advice gap and why support is needed
The FCA’s consultation marks a major step in addressing the advice gap. For the first time, there’s a detailed framework for how firms can offer meaningful support to consumers without crossing the line into regulated advice. It proposes a new regulated activity, called targeted support, and rightly acknowledges that the binary choice between generic guidance […]
The Estate Registry urges all UK service providers to offer enhanced end-of-life services to customers, as Credit Week 2025 gets underway
The Estate Registry (TER), the UK’s leading provider of digital estate management and bereavement notification services, has today urged all credit and financial service providers to offer streamlined bereavement support options to their customers. The plea comes as professionals from across the credit and financial services sectors gather in Wales for Credit Week, the largest […]