The tax planning impact of the big allowances freeze

With the Budget just announced and tax year end approaching, it feels like the right time to recap on the last tax year while looking ahead to the next one. Tax year end is always a busy time for us, and no doubt for you too. A lot of this work relates to pension and Isa top-ups to make use of available […]

How paraplanners are making the new world work for them

I have noticed a real shift in mindset to the “new normal”. Advisers and paraplanners who decided to sit tight in the first lockdown have accepted that the changes to the way we work are here for the long term, if not forever. Read more in our Money Marketing article here.

Support for advisers means a stronger industry for all

Featured in Financial Adviser. My favourite book, To Kill a Mockingbird, once told me that there is nothing to fear but fear itself, though psychology tells us that (pre-Covid) the greatest worry shared among people was often money and job security, with health coming slightly further down the list.  I imagine Covid-19 bumped health up […]

Three’s the magic number for virtual client meetings

Featured in Money Marketing. I write this as England rides out its second lockdown. It feels different this time. I won’t go into the sociology or politics of why, but just from speaking to advisers and clients, it really does have a different vibe this time around. In the first lockdown, there was a lot […]

What it’s like working in finance

Why do the majority of people say they ‘fell into finance’? Our Director, Jo, explores the two main reasons, as well as why she loves working in finance! Click here to read the article with Generation Tribe.

Paraplanner Team of the Year Award – Professional Paraplanner

We’re still celebrating the fact that we won Paraplanner Team of the Year at the Professional Paraplanner Awards! In this recent article from Professional Paraplanner, you can find out why we were deemed worthy of this award. Plus, you’ll gain some insight into the blood, sweat and tears that has gone into our work lately!

The thinking behind Project 2030

You may have heard we have been working on a little something called #Project2030. When the world went into lockdown, we knew we had to start looking at our services across The Verve Group differently, ensuring that they are fully future-proofed for our clients. And so, #Project2030 was born and the outcome saw the launch […]

Men and women approach advice differently

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International Women’s Day this year was a good chance to discuss women in finance, on both sides of the coin. Our Director, Jo Campbell, did just this in an article for Money Marketing, where she considers how treating people equally does not always mean treating them the same. Click here to read the full article.

Periodic Suitability Reviews

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MiFID II has been in force for over two years and still, we find there is a lot of debate as to how best to approach Periodic Suitability Reviews. There are enough articles and blogs covering this topic in general, and we aren’t looking to rehash old territory. However, we still see discussions on the […]

Why we’ve made mental health first aid a priority

As part of our business planning, we’ve considered what aspects of the business we might change and what areas we should focus our investment on. With that in mind, we took a look at main priorities for the year which our Director, Jo Campbell discussed with Nucleus in this article.