Amanda Newman Smith

Amanda Newman Smith

Would you benefit from hiring a trainee?

Three advisers reveal their recipes for success when taking on a trainee Young people are the lifeblood of a firm, but what should you consider when hiring a trainee? Three advisers who have gone down different routes share their experiences. Not a ‘mini-me’Bringing in a graduate as a trainee administrator/paraplanner was part of a broader […]

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Profile: ‘More of my time is spent running the firm than meeting clients; I never wanted to do that’

Paterson Financial Planning managing director on selling his firm to his staff through an employee ownership trust With many careers, the further up the corporate ladder you go, the more you are taken away from the things you initially loved about the role. Greater responsibility often brings with it the need to manage people, so […]

Narrowing the gender gap in income protection

Traditional gender roles could explain why income protection appeals more to men than women Not enough people in general are protecting their incomes, but it is widely accepted that women are underinsured relative to men. Comparison website and protection broker ActiveQuote’s data for the first quarter of this year shows enquiries about life insurance were […]

How advisers invest: ‘There’s a small proportion of active managers who add value’

Tilney head of financial planning Andy Grant explains how the company’s search for active managers avoids looking for a needle in a haystack Do you approach investment management in-house, outsource it to a third party or use a combination of both?We operate it in-house as we have a pretty extensive investment management team. We think […]

Profile: There’s no silver bullet to boost gender diversity on boards

Broadstone chief commercial officer on achieving a better gender balance on the boards of financial services firms Just a few months into her role as chief commercial officer at pensions and employee benefits adviser Broadstone, Natasha Glasgow is learning fast. With a direct-to-consumer background focusing on customer experience, setting up back-office systems and working in […]

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Can the Pension Transfer Gold Standard make a difference? 

A taskforce has established a voluntary code of good practice for defined benefit transfer advice. Can it help repair damage to the industry caused by the British Steel pension crisis? A gold standard is something the financial services industry turns to whenever there is a need to show that great service matters and is taken seriously. […]

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Profile: ‘Someone booed me when I said I was a financial adviser’

Grosvenor Consultancy IFA Alice Douglass on the highs and lows of networking as a financial adviser Traffic wardens, tax inspectors, estate agents and journalists – all people doing jobs that the general public love to hate. But what is it about being a financial adviser that provokes such strong negative reactions from some people too? […]

How advisers invest: ‘What we look for in a platform is low cost and reasonable service’

Parsonage Financial Planning director Flora Maudsley-Barton on why she uses three platforms and complements in-house investment management with outside expertise Is your investment management in-house, outsourced or a combination of both? It is a combination of both. We come at it from a financial planning viewpoint first. We set the objectives for portfolios and also […]