8 February 2018

Phil Wickenden: Have a clear strategy for referrals

Word of mouth communication remains one of the oldest but most vital tools available to us in business generation. That said, too often our old school funnel approach to marketing seeks to put random people in at the top and trust that loyal customers come out at the bottom, telling all and sundry about how […]

Tom Kean: Calling time on pension confusion

I have just read and re-read, in these very pages, an excellent attempt by James Hay head of technical support Neil MacGillivray to explain the tapered annual allowance – a subject close to our hearts here by the affluent and leafy banks of the River Thames in Henley. It is a subject we discuss with […]

Martin Tilley: Get the right pension scheme protector

A recent court case highlights the importance of a deep understanding of pension legislation and company law As a small self-administered pension schemes practitioner of nearly 40 years, we have always maintained the need to keep a tight ship. When dealing with legislation surrounding tax-exempt funds there should be no shortcuts, as errors and omissions […]

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What to expect from the CII’s new pension transfer qualification

Candidate feedback from the first sitting of the AF7 Pension Transfers unit has been encouraging Last year, the Chartered Insurance Institute launched its new Certificate in Pension Transfer Advice qualification, which includes the new CII AF7 Pension Transfers unit. The new CII AF8 Retirement Income Planning unit was launched at the same time to replace […]

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Ian McKenna: SimplyBiz’s investment advice system impresses

New Centra system is a powerful tool that can deliver major benefits for members Technology is the adviser’s best friend when it comes to reducing costs, increasing profitability and delivering consistent compliance. The history of technology companies providing solutions that advisers find it easy to work with is chequered, but it is fair to say things are […]

Investment
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Investment Uncovered: How ETFs will transform the future of wealth management

A great migration from active to passive is happening, with many benefits for advisers and clients Demand for passives has seen another record year. Research from BlackRock shows that $81bn (£57bn) was poured into ETFs across Europe in the 12 months to the beginning of January, with investors tilting exposure towards emerging markets and European […]

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Clive Waller: Beware the mantra

I have worked in retail financial services for longer than I care to confess, and I have never been bored because of the rate of change throughout. Some things do not change, such as the client’s need for protection against living too long, dying too soon, and disability: the core of financial planning. Just occasionally, […]