Non-advised business models will be in the crosshairs of politicians and regulators no matter the outcome of this week’s general election, Money Marketing understands. Ros Altmann – who is to be made a Conservative peer and appointed minister for consumer protection if the Tories form a Government – says she will explore banning commission entirely. […]
Financial planning, like any other people business, relies on communication and the power of the exact words you use should never be underestimated. The planning process affords many different opportunities to communicate with clients, both verbally and in writing. Some forms of communication you have complete control over (website, client brochures) while others have information […]
New figures requested from the Office for National Statistics by Jelf International reveal the countries with the largest numbers of employees working for a UK-controlled parent company (known as UKFAs or UK foreign affiliates).
Just one in four advisers are willing to work on transfers out of defined benefit pension schemes, boosting calls for new regulatory guidance. A survey of 248 advisers conducted by NMG Consulting found just 27 per cent would undertake DB transfers, while around half said they they would not. A quarter of respondents were undecided. […]
Strong relationships don’t just happen by accident. They take time, commitment and effort. When we spoke to a number of advisers last year, it was no surprise to hear regular reviews were at the heart of their ability to forge deeper connections with their clients. It’s a chance to catch up. A dedicated checkpoint to […]
- Top trends
News and expert analysis straight to your inboxSign up