Jelf Employee Benefits closely examines healthcare provision and challenges within Nigeria. This will be of particular interest to HR decision makers with employees based in Nigeria, and assesses the environment, risks, facilities and safeguards that are relevant to organisations that are actively deploying expatriate staff in this location.
Installing high-end computers in the homes of all your clients so they have 24/7 access to your advice may seem extreme. However, for one of financial services marketing firm Goldmine Media’s clients, it was an ideal solution. This was an adviser who wanted to demonstrate the value of his services. Goldmine Media founding owner Andrew Taylor […]
We all recognise the dilemma of knowing when is the best time to buy. Prices could fall, updated versions could be released, and procrastination invariably does not increase the price. This is not the case for life and critical illness, buying sooner is almost always the right answer and delaying is the wrong decision. This […]
IFA consolidator AFH Financial Group has acquired chartered financial planning firm Knight O’Byrne in a deal worth up to £1.2m. The deal to acquire the Cornwall-based advice firm will add £51m in assets under advice and takes AFH’s total assets to over £900m. Under the terms of the deal, AFH will pay an initial cash […]
I recently visited Woodford Investment Management’s new offices and spent time with Neil Woodford and his team of fund managers. For a fund manager who genuinely manages money with the long term in mind, it is a little absurd to dwell on short-term performance. Nonetheless, at the time of writing, it is pleasing to see the […]
The introduction of ground-breaking pension freedoms in April 2015 has created some uncertainty for employees and employers alike, and they are looking for help. With further changed announced in the summer Budget, employees really need help to understand how the changes affect them.
A few weeks ago, I was bold/stupid enough to suggest that as an industry we can be too eager to dive into the technical nitty gritty and gloss over some of the simple but important bits – understanding the stuff people like and want, then delivering said stuff in a way that floats their boat. […]
Why is a change required when the industry has shown it can do the job? Rightly, there seems to be universal demand for faster transfers between investment platforms when consumers want to switch. The FCA has made it clear it expects this to happen and if it doesn’t, platforms could be facing penalties. In its […]
More than 600 firms have signed up to the Personal Finance Society’s new standard aimed to improve defined benefit transfers since its launch last month. It consists of consumer guide for DB transfers that is meant to help consumers better understand what to expect from regulated financial advice. The guide defines an adviser code based […]