News

Check out the latest news from across The Verve Group.

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27/05/2022
Climate Change and Financial Planning

Climate change is one of the most dominant topics in world news, particularly climate emergency. Although the majority seem to be getting on board with measures to try and slow down the rising global temperatures, there are some who are still sceptical, and others who simply just do not care. But why should we care?…
27/05/2022
Conversations with friends

I was recently asked to become The Verve Foundation’s Ambassador for Education and it’s one of my main goals to #BreakTheTaboo surrounding talking about money. It’s a bit of a strange concept for me as, having started out in financial services at the tender age of 20, it’s been a normal part of my life and something…
25/05/2022
The Importance of File Checks

Whilst It’s tempting to grunt at the idea of combing through countless reports, illustrations, and phonebook-sized provider KFDs, what if you were missing something on your client file? For most of us, it’s fairly clear what goes in to a file check. What isn’t quite so clear is what comes out of one. There are huge advantages of checking…
23/05/2022
Checks and Balance

File checking in a business is generally completed because it has to be done. It’s a chore. One that may not necessarily fall to the same person in the firm every time, as the checks are done as and when they can be fitted in with the important day to day work. Or, if this…
Ctrl. Alt. Meet.
13/05/2022
An evening of Ctrl. Alt. Meet. 

Despite the name, there were no Zoom links.  For the first time in nearly two years, together with our friends at Haystack and Pardoe Wray, we hosted an in-person event at our Darlington HQ covering tech and finance.  Our aim was simple: bring people from finance and people from technology together, listen to some great…
Support
11/05/2022
The backbone of advice firms

Financial administrators provide invaluable support for financial advice firms and financial administration should be considered a career in its own right, says Sophie Wilkin, financial administrator for Para-Sols. ‘Administration’ is a word often thrown about across many different industries, perhaps too often that people have started to overlook the fundamental importance of it. In my experience,…
Pros and Cons
10/05/2022
Report Templates: the pros and cons

When it comes to documenting advice, we know that time and resource can be an issue. As advisers and planners, as much of your time as possible should be dedicated to concentrating on your clients. Yet thanks to increased regulation, advisers can find that more of their day-to-day time in the business is taken up…
09/05/2022
Compliance, data migrations, and lessons learned from online wine investing

Good financial advice compliance is rarely front-page news, but It doesn't have to be boring. In this episode of The WealthTech Show, Cathi Harrison explains how tech can give us greater confidence in our systems and processes. Are we misunderstanding what technology is adding to our compliance? And are the mergers and acquisitions in the…
04/05/2022
Tip top templates

Reports within financial services can often have a reputation for being dry, using IA (incomprehensible acronyms) and being generally unexciting. They also take up a lot of time and resource to complete for the firm. There are a number of reasons for this – compliance fears, standard wording, risk warnings and simply just wanting to…
29/04/2022
Which is the right route for you? 

When it comes to documenting advice to clients, we know that time and resource can be issues. An adviser should be able to concentrate on their clients, but thanks to increased regulation, they may have found themselves with more administration in day to day business than actual advising.  There are options that can help. Which…
27/04/2022
‘Tech’nically a nominee

We’re excited! We have been nominated for our very first Tech award (hopefully the first in a very long line…) at the Tees Tech Awards. As we look to shine spotlight on all the new tech that we are working on at The Verve Group, we are delighted that some of this work is already…
Reflection
27/04/2022
Learn for an exam or learn for life?

I have been thinking a lot lately about exams and studying while working. You’ve really got to be motivated to do extra study after working all day. It’s made me think about the reasons behind sitting work-related exams. There are usually two routes that people take: sit the exams required to get qualified and they’re…