How far should you go in trying to be kind to your staff?

Jul 24, 2014 2 Comments by
Avatar of Brett Davidson

Staffing Issues: Are You Killing Them With Kindness? I seem to be have been talking to lots of firms about staffing issues lately, hence the topic of this week’s article. Most small firms are keen to foster a friendly or family culture if they can. Anyone who has worked in a large corporate environment may be […]

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Mention of apprehension and contention over prevention in the pension reinvention

Jul 23, 2014 No Comments by
Avatar of Jamie Jenkins

Budget 2014 came to life this week with the publication of HM Treasury’s papers on 21st July. Overall, this is very good news for savers. However – although broadly welcomed – the ‘pension reinvention’ has received a few mentions of apprehension. You’ll probably be aware of most of the key points, but there are two […]

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When The Levy Breaks

Jul 22, 2014 5 Comments by
Avatar of Chris Budd

I have a serious suggestion to make that, if adopted across the adviser community, could make a real difference to how the public perceive financial planning firms. As you will undoubtedly have seen, George Osborne’s idea for retirees to have access to “free and impartial guidance” is to be provided by ‘independent organisations‘. And who […]

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Would you bet your pension on GGs?

Jul 22, 2014 No Comments
Avatar of Dave McGovern

A woeful attempt at a pun, sorry. I reckon most people reading this blog will have read both the Treasury and FCA paper around guidance, tax changes and DB to DC transfers. If not you should, after all you will be funding about a 1/3rd of it. A blog for another day. Instead I’ll focus […]

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Change is constant

Jul 15, 2014 2 Comments
Avatar of Timothy Ng

You’ve heard people say – Change is coming! the only constant in business is change. It is no longer a given that all change and transformation is driven by the IT departments in our businesses any longer, isolating IT is like cutting off your nose to spite your face. IT budgets and change are moving […]

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Five things we can learn from the professional artist

Jul 13, 2014 No Comments

1. Focus A professional artist knows that it can take years of experimentation, trial and error to perfect their craft. A professional artist knows that a “jack-of-all-trades is a master of none”. They may change their focus as their work and skills evolve, they do this only sparingly and often only within their chose medium. […]

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Conkering pensions

Jul 09, 2014 No Comments
Avatar of Jamie Jenkins

Around 35 years ago, my father and I planted a tiny little horse chestnut tree in the garden behind our family bungalow. It was about an inch high (the tree, not the bungalow). We got it from the local woods, in what turned out to be my only direct contribution to deforestation, thus far. It’s […]

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Instant Gratification, Steak Knives and why I’d rather be a sage than a wolf.

Jul 08, 2014 3 Comments
Avatar of Chris Daems

I haven’t seen the film “The Wolf of Wall Street” I haven’t read the book, on which the film is based. and I don’t profess to know loads about the author of the book and the main protagonist of the movie, Jordan Belfort. However there is one thing I do know… The Wolf of Wall […]

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The Business Advantages Of Not Advising

Jul 07, 2014 2 Comments
Avatar of Chris Budd

Many advisers will, at some point in their personal development, have attended a sales course. Advisers certainly need some basic selling techniques, but it has led to a product focussed tradition of financial advice which is embedded into many larger firms. Product sales are also a central assumption of regulation. In financial planning, however, it […]

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