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BIA books coach to boost members’ businesses

Berkeley Independent Advisers is setting up a one-year coaching programme for its members with international business coach Anthony Morris.

It says the PracticeBuilder programme will help members boost income, build relationships with new clients and develop their businesses. It includes a toolkit with template systems, approach letters and documents for admin, marketing and client management.

It consists of six modules of four hours each which include prospecting, personal marketing and promotion, creative selling activity, staff and office management.

BIA, a Berkeley Berry Birch subsidiary, has also recently launched a pilot mentoring programme, provided by four of its top IFAs. Ten advisers attended the first course. BIA says members can learn from other advisers with first-hand experience of pitfalls and opportunities .

Executive chairman Martin Banbury says: “We want to expand our development support by partnering with a professional business coach. The IFA industry is undergoing challenging changes so it is important to provide our members with knowledge and expertise to ensure they can continue to manage their businesses successfully.”


Partnership bill gives gay couples rights to Comps

Gay couples will get pension benefits in contracted-out schemes and the right to pass on survivor pensions following amendments to the Civil Partnership Bill. The changes mean Comps will be required to provide survivor pensions for civil partners from rights accrued back to 1988. This is designed to replicate the position for widowers who gained […]

Standard arguments

Just when it looked like changes in ownership at the Abbey had provided an opportunity for common sense to prevail in the electronic submission of mortgage applications, an alternative has appeared with the potential to complicate things further.

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Johnson Fleming set to host webinar on auditing auto-enrolment schemes

With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.


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