Sales in Prudential’s UK business are up 8 per cent year-on-year as bonds, personal pensions and drawdown products offset the loss of annuities, the firm’s quarterly results show. UK retail sales, on an annual premium equivalent basis, hit £169m in the three months to March, compared to £157m to the same quarter last year, a […]
Networking is a crucial part of developing referrals and opening new doors. Indeed, many advisers we work with are building profitable businesses almost solely on referrals. Building a referral network is a great way to find new clients and prospects. However, contrary to popular belief, networking is not about trying to sell your services to […]
Apfa has been accused of “giving up” on its campaign for a 15-year long-stop on complaints against financial advisers by considering alternative ways to stem liabilities. The trade body is in ongoing discussions with the regulator after the FCA said in March 2014 it would consider the case for a 15-year long stop on complaints […]
Social media is not a new phenomenon and appears to have become the preferred method of communication for a significant proportion of society. Whilst the usefulness of social media for any given business will vary, given how prolific social media now is, firms risk being left behind if they ignore it. The rules imposed on […]
Helen O’Hagan, Technical Manager at Prudential looks at loan trusts – helping to make the trust journey simpler and less complex. W – why use a loan trust H – how to use a loan trust A – access for the settlor and beneficiaries T – taxation of the trust WHY use a loan trust? […]
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