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How to predict revenue and profits more accurately

Successful businesses spend time predicting and tracking revenue. Some use spreadsheets, ratios and specialist software, while others use a crystal ball. Indeed, there is a tendency to over- or under-engineer this essential activity but there are some best practice techniques that are important. The starting point is the three-year business plan. The level and mix […]

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Kim North: Providers are failing the unadvised

In the week I became eligible to access my defined contribution pension (sadly and unfairly, though, not my defined benefit pension), I spent a considerable amount of time helping others who have recently reached retirement age. The pension freedoms brought in changes to tax rules, with drawdown becoming taxed at marginal income tax rates rather […]

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‘The ultimate advice service’: Jason Butler’s top tips for a great firm

Bloomsbury Wealth founder Jason Butler has set out his blueprint for the “ultimate advice service.” Speaking at the Personal Finance Society’s National Symposium in London today, Butler, now a personal finance commentator and investor in financial technology, urged advisers to steer clear of robo-advice and concentrate on client engagement to deliver value. He says: “The […]

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How dangerous is the decline of annuity competition?

The stockmarket took just under an hour to decide former chancellor George Osborne’s pension freedoms spelled doom for traditional annuities. The share prices of Just Retirement and Partnership – which, as enhanced annuity specialists, were severely exposed – plummeted in the wake of the announcement. Traditional insurers were also hit, although these more diversified businesses […]

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