Paraplanning is still viewed, in some quarters, as a process that allows advisers to pass administrative burden to someone else. And on occasion, that can be true. But when paraplanning is reduced to little more than an offloading exercise, the real value of the role is not just missed, it
Regulatory Updates – 17 July 2025 In her inaugural Mansion House speech, Chancellor Rachel Reeves set out a bold agenda to reform the UK’s financial regulatory landscape. Addressing City stakeholders, Reeves described current regulatory constraints as a “boot on the neck” of British business, arguing that excessive bureaucracy is impeding innovation and economic
The Challenge: The client needed a robust and compliant approach to managing a large-scale scheme of arrangement. This included handling high volumes of claims, ensuring accurate reporting to the FCA, and maintaining strong customer outcomes throughout the process. Additionally, operational delivery required a significant workforce and bespoke technology solutions. The
The Challenge: The client needed to scale from partial to full quality checking at speed, while maintaining compliance and operational resilience. The solution had to handle high volumes of advice files, meet regulatory expectations, and adapt to an expanding scope as the review progressed. The Solution: Huntswood engaged, referenced, vetted,
