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Serenity’s Tina Weeks on her lightbulb moment for business success

Tina Weeks, founder of Serenity Financial Planning, talks about what makes a successful advice firm.

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Should soft skills be formally assessed?

Advisers have no problem demonstrating their technical proficiency to clients. The requirement to be level four qualified, with many advisers going beyond this to become chartered, is proof  they have achieved a certain level of knowledge and understanding. But when it comes to soft skills there are no formal training requirements or minimum standards for […]

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Martin Bamford: The dangers of becoming obsessed with innovation

Originality is a tricky trait to balance. As a columnist, I need to be original in order to captivate your attention as a reader. As a financial planner and wealth manager, originality is a potentially risky behaviour to display, especially if it results in making a recommendation to invest in an esoteric offshore fund. I need […]

Directors, limited liability partners and auto-enrolment

By Jim Grant, Senior Product Insight & Technical Support Analyst 6 April 2016 brought in changes to employer duties for directors and partners in limited liability partnerships. Here we explain exactly what’s changed. Before 6 April 2016… Directors of limited liability companies where there were no other directors or employees were exempt from the employer […]

Guide

Guide: 10 required letters — what to send, to whom and when?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.

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