Brilliant Solutions

Recommended Articles – w/e 17 Jul

Staying on top of important news stories is tough, especially when there is so much going on in the industry and so much that is published that is just ‘noise’.  We’ve found a solution that can help! We started to work as a team internally to help digest the information and share the key stories without bias. No, this is not about promoting Brilliant either.  It’s about helping people in the industry stay informed and highlight content we enjoyed. 

Top Articles

BIG news this week that many will have missed.  We’ve been waiting for RICs to remove the material uncertainty clause that ha been in all valuations since lock down… It’s going! This is massively important. 

In interesting perspective on customer retention from Kevin Purvey of Coventry Building Society is also worth a read.  As is the view from Paragon’s Richard Rowntree on the PRS.

Market Conditions - Industry Indicators

Looking forward, Rachel Griffin of Quilter considers the possible ramification of the Chancellor’s announcement on a CGT review.    

Best of the Rest

An interesting piece in FTAdviser about the value of virtual v’s face-too-face engagement.  It features  a number of brokers.

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