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David Shelton’s business tips: Making communications consistent

Most communications activity comes with a cost and it is important to achieve the best impact. In addition to well targeted content that is relevant to the recipient it is also essential to achieve consistency. You can use these high level questions to help identify if you have any gaps and opportunities for improvement. If […]

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Nucleus reports 67% jump in profits to £2.5m

Nucleus has reported a £2.5m pre-tax profit for 2014, up by 67 per cent from £1.4m the previous year. Assets under administration reached £8bn at the end of last year, an increase of 27 per cent compared to 2013. The platform says this boosted turnover by 26 per cent to £23.6m. Nucleus says it has […]

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Looming threat: Is the FCA going over the top on EU’s Mifid II rules?

The FCA has been accused of “gold plating” European rules and imposing onerous costs on advisers after proposing firms record all client conversations. As the regulator fires the starting gun on implementing the EU’s recast markets in financial instruments directive, experts warn the legislation will have significant implications for advisers. Last month, the FCA published […]

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Walk on by: Savers spurn Pension Wise in favour of providers

In the early days of pension freedoms the influence of providers, rather the Government’s flagship Pension Wise service, is being brought to bear on savers. The latest Government figures show 1,800 people had booked appointments with Pension Wise, either over the phone with The Pensions Advisory Service or face-to-face with Citizens Advice, by the time […]

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