Financial planning, like any other people business, relies on communication and the power of the exact words you use should never be underestimated. The planning process affords many different opportunities to communicate with clients, both verbally and in writing. Some forms of communication you have complete control over (website, client brochures) while others have information […]
Tisa, the British Bankers Association and the British Societies Association have published guidelines to help consumers understand new rules which allow spouses to inherit Isa allowances. In the 2014 Autumn Statement, Chancellor George Osborne announced Isa assets could be passed on to surviving spouses or civil partners. The rules came into effect on 6 April […]
New research has proven the positive impact that protection, health and wellbeing (PH&W) benefits have upon a business.
Fixed penalty notices also increase in Q1.
The world around us is changing at a faster pace than ever. Generations are changing and over the next five to 10 years the graduates who have grown up with Facebook and Twitter will start to lead corporate UK and expect modern technology as a matter of course.1
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