BT’s Englund on FoFA and recruitment strategy

Matt Englund, head of Dealer Groups at BT Financial Group, says Securitor is actively looking for practices that share its generational philosophy.

In a video interview as part of Professional Planner Online’s Dealer Group series, Englund says that, like everyone else in the industry, he is looking for more clarity on Future of Financial Advice (FoFA) but adds that the government’s intent cannot be faulted.

Englund says Securitor is looking at niche, specialised practices with a family component that it can service across generations.

He dismisses talk of a recruitment war as “counterproductive”.

 

 

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Govt urged to act quickly on adviser education standard reforms

Govt urged to act quickly on adviser education standard reforms

A three-part framework for new financial adviser education standards has received widespread support from industry and professional bodies across the spectrum, but the government has been told to act urgently to implement reforms to reverse a precipitous decline in adviser numbers since 2019 and to make advice more affordable and accessible.

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