The number of annuity complaints received by the Financial Ombudsman Service has climbed by 29 per cent in the past year, as more consumers complain they were not made aware of the option of shopping around. The FOS’s annual review, published today, shows there were 776 complaints about annuities in the year to 31 March […]
In preparation for a summer holiday visit to a remote house in Europe I started to research the cost of car hire. I decided I needed to add in a GPS system, only to see the cost for my rental go up faster than a FSCS levy. So I decided to buy a GPS unit […]
Regulatory fees are rocketing and advisers are being asked to accept more risk into their business. At the same time, advisers are regarded as low risk compared to other parts of the industry. Something needs to change if the FCA is to fulfil its responsibility to encourage healthy competition among all aspects of financial services, […]
Networking is a crucial part of developing referrals and opening new doors. Indeed, many advisers we work with are building profitable businesses almost solely on referrals. Building a referral network is a great way to find new clients and prospects. However, contrary to popular belief, networking is not about trying to sell your services to […]
Many parents value the standard of education offered by independent schools and will pay for that privilege. Planning for the fee payments can help. Even if the children do not go to an independent school, they could go to university. In this case, the children can end up with a huge outstanding student loan that […]
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