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Sara joined Alliance Trust Savings in March 2013. Previously, she worked for Standard Life and Xansa, a technology outsourcing company. She received a BA Honours in International Business from the University of Teesside and a Post Graduate Diploma in Marketing of Napier University, Edinburgh.
COVID-19, Embark Adviser newsletter
Apr 07, 2020
With the recent UK General Election stealing the headlines, the extension of the FCA’s Senior Managers and Certification Regime (SMCR) in December passed relatively unnoticed. Even with the situation created by COVID-19, advisers will still need to work through its implementation.
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Mar 09, 2020
For the uninitiated, the 2014 Budget announcement that the government would “legislate to remove all remaining tax restrictions” on access to pension pots may not have sounded particularly radical.
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Jan 15, 2020
Niche marketing is a simple yet effective idea. Done well it can deliver great results and for relatively little cost. Marketing your business can sometimes feel discouraging.
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Dec 15, 2019
Missing the signs that a client might be vulnerable isn’t something any adviser wants, and with the FCA recently closing a consultation on the fair treatment of vulnerable clients it’s an issue of sharpening regulatory focus too.
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Nov 13, 2019
The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.
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