Woman IFA of the Year Saran Allott-Davey was coaching a Money Marketing hack in the art of creating a good first-impression at the MM Awards last week.When Saran first moved into her little Welsh village, she first met the locals at a 1960’s fancy dress party wearing thigh-high boots and a mini-skirt. The evening was finished off by a pole dance with the local GP. Business at Heron House was never better after that first impression.
Over 90 per cent of IFAs will remain independent after depolarisation according to research by Winterthur Life.
The Personal Finance Society is certainly hitting the ground running but it gives the impression that it is stubbing its toes rather badly.
Standard Life is set to launch a group Sipp platform at the end of the summer, building on its individual offering.
Portman Building Society
2 Year Fixed – 4.68%
Fiona Hanrahan – Senior Product Insight and Technical Support Analyst We are often asked how parental leave impacts workplace pension schemes in terms of funding in general, auto enrolment and salary exchange. This article will explain each of these. How does parental leave impact the funding of workplace pension schemes? A member of a defined […]
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Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.
A recent court case emphasises the importance of robust terms of business, clearly stating the scope of agreement with a client