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Chris Davies: Getting back in step with clients

Any behavioural scientist will tell you that if your body language mirrors a significant other for a period of time a subconscious bonding takes place that creates empathy and rapport. Why, then, does the financial services industry not take this into account, particularly when it comes to customer service proposition design? Our latest research testing the […]

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Perspective eyes acquisitions following refinancing deal

National advice firm Perspective Financial is eyeing further acquisitions after securing £10.1m in refinancing with Natwest. The deal will support both organic growth as well as acquisitions, the group says. Executive chairman Paul Hogarth says: “This refinance provides the funding for us to grow acquisitively and provides the platform to further accelerate the organic growth […]

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Altmann: Cold-call ban would not stop scams

Pensions minister Ros Altmann says banning cold calling would not stop pension scams. In a wide ranging debate with journalists at a Headlinemoney event in London last week, Altmann said the issue was the volume of calls coming from abroad. Scams involving pensions have been in the spotlight after the pension freedoms gave crooks a […]

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