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 […]
Lloyds Banking Group has reported an 11 per cent fall in pre-tax profit for the first quarter of the year, after making a £660m loss on the sale of TSB. The bank’s Q1 results, published today, show it made a £1.2bn profit in the first three months of the year, down from £1.4bn in the […]
With stock markets reaching new highs, many financial commentators share a common belief – global economies are on the road to recovery. Newton’s view of the world, however, is very different. For them, the upturn has been driven by government and central bank policy across the globe, rather than from any real economic recovery. They […]
The UK’s highest court is to hear an appeal by HMRC over two offshore schemes used by banks to shield staff payments from tax. The tax office will attempt to convince the Supreme Court that UBS and Deutsche Bank used the schemes to avoid tax in 2003 and 2004, the FT reports. Employees received shares […]
What are the signs to measure a client’s fatigue to volatility?
- Top trends
- Top trends
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- Aegon wins complaint over forcing transfer client to get advice
- What’s up the chancellor’s sleeve as the Budget nears?
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- Savers lose nearly half of pension through transferring out
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