Consumer Duty is all about putting the customers first – in what they are being recommended, in the process of writing the report – in basically every stage of the advice journey. As a financial administrator, we are an important part of this process.
We all need to make sure that as a team we are considering the client and making them the focus of what we are doing. A recommendation and a suitability report aren’t one size fits all. All client situations should be considered and put at the forefront of the decision making as they are the ones we are doing this for, aren’t they? Read Jodie Hall’s article in Professional Paraplanner here.
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What’s your mastermind subject?
I’m here to talk branding. Anyone who knows me knows it’s my Mastermind subject. And, if you don’t know me, I’m Natalie Bell, [...]
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URGENT: LTA Abolition
HMRC kindly issued a newsletter on 4th April advising clients to delay taking their pension benefits or transferring until it can fix incorrect [...]
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Say hello to our trainers!
As part of our ongoing commitment to excellence, we’ve recently welcomed an awesome duo to our training dream team. We introduced a new [...]
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Spring Budget 24
The spring budget comes and goes with no major changes to the world of financial planning. There are however some announcements and changes [...]
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Common ‘Training’?
I can’t get Pulp’s ‘Do You Remember the First Time’ out of my head. I’m pretty sure that Jarvis had other things on [...]
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Stellar Compliance
You may have spotted that this week we hosted our monthly TALK event, and this month we were joined by Gillian Hepburn, Benchmark, [...]
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And who do we have here?
We have yet more exciting internal news to share, following a shake-up in a section of our client relations department – with two [...]
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In the press
It’s been a busy January so far! We’ve had a few of our team speak with some press about some hot topics in [...]