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There is little doubt that, with a staggering 3,800 unregulated providers of such legal services, the recent CMA action and guidance was required.

The SRA’s second annual assessment of continuing competence leaves lawyers and COLPs in little doubt that the regulatory spotlight is still firmly on whether skills and knowledge are being maintained.

What has become glaringly obvious to me are the obvious parallels between the legal and financial planning professions, and how much each can learn from the other.

Joe Sanders demonstrates the advice provided to one of their clients within this financially vulnerable situation

We here at SIFA Professional, would like to introduce you to the outstanding work done by the Financial Vulnerability Taskforce (FVT) and how you can now clearly demonstrate your commitment to helping and supporting your clients that find themselves in vulnerable positions.