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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FSCP decision reveals an underrated benefit of association membership

FSCP decision reveals an underrated benefit of association membership

The financial adviser code of ethics requires advisers to uphold and promote professional ethical standards and hold each other accountable for protecting the public interest. This can be harder for advisers working in isolation or with restricted peer contact, and limited insight into how others operate.

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