Category: Submissions

CSLR: Application of the waterfall framework for the 2026/27 special levy

SIAA considers that the personal financial advice sub-sector should not be levied more than its primary sub-sector cap and we strongly oppose any arguments that favour an increase in the […]

Personalisation at scale: Rethinking client engagement for HNW growth

By Mark Hannan, New Business Manager, Praemium In today’s competitive private wealth sector, expanding the client book is essential for growth. Traditional methods such as referrals, acquisitions and marketing are […]