Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]
National Australia Bank is set to let go of Clydesdale and Yorkshire Banks and float part of the business. As part of its de-merger plans, NAB will transfer 70-80 per cent of its shares in Clydesdale, which includes Yorkshire Bank, to NAB shareholders. The remaining 20-30 per cent will be floated on the stock exchange. […]
HSBC chairman Douglas Flint has promised shareholders the bank will re-evaluate the location of its headquarters. Speaking at a shareholder meeting in Hong Kong ahead of the bank’s London annual general meeting on 5 May, Flint was asked by investors about the location of the bank. According to reports, Flint said: “We are beginning to […]
I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]
A survey conducted by Johnson Fleming at the Pension & Benefits Show 2014 highlighted the key challenges faced within organisations post auto-enrolment. The results showed that communicating the changes and the value of them to staff, and receiving timely data from the payroll provider proved to still be the most challenging aspects of managing an auto-enrolment scheme.
- Top trends
- Top trends
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