What is a DPB license there for really?

Is this an underutilised tool for helping clients, or just a way to keep the institute happy?

Didn't find your answer?

I've been doing some research recently into the value or otherwise of the DPB license, and it seems to be stuck in this no mans land of seemingly being quite interesting and opening up opportunities to advise, and a way of covering your behind 'just in case'.

Is it more of an insurance policy rather than an enabling tool?
Why shouldn't accountants talk a bit more about personal planning beyond tax/salary/Dividends? Surely with the relationship in place they are better placed to talk about owners cashflow and possible areas to look for risk/opportunity before handing over to an IFA? 

Are the rules clear enough about what it allows you to do? Or is it just a way of the institutes screwing for a few extra quid?

Replies (1)

Please login or register to join the discussion.

avatar
By bernard michael
21st Jul 2020 09:11

Why not ask Kirsty ???

Thanks (0)