Market split over merits of LGBT advice

Lesbian, gay, bisexual and transgender activists are split over the need for specialist financial planning services after the boss of a firm targeting clients from the community said she was “staggered” by homophobic comments she overheard at a recent event for financial planners. LGBT Money founder Arlene Addison says she was appalled when she heard […]


Nick Kelly: Dealing with culture clashes

There is so much diversity around us in business today. Each colleague has their own individual needs, skills, qualifications and expectations. Some people we will click with, but others can be more challenging. We cannot understand why they struggle with certain problems, or perhaps we think they are rushing things or being overly demanding. As […]

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Insurers pledge action on ‘excessive’ renewal premiums

The Association of British Insurers and the British Insurance Brokers’ Association have announced new guidelines to ensure long-standing customers are treated fairly compared to new ones. There is often a difference in premiums between new and existing customers, but the trade bodies say their new commitment should result in “an improvement in the outcomes for […]


Independence of Woodford directors called into question

Questions have been raised about the independence of two directors at Neil Woodford’s £855m Patient Capital Trust after a report in The Times reveals they have jobs at companies in which the fund owns a stake. According to The Times, Patient Capital Trust chairwoman Susan Searle is also deputy chairwoman of Mercia Technologies, a quoted […]

IHT: What were you doing in 2009?

One of the best sources of new business is your existing clients and, if they are estate planning clients, regular reviews are needed because people’s inheritance tax (IHT) problems tend to only get worse. Now, not a lot of things remain at the same rate as in 2009. If we turn the clock back, it […]


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