Is home working still working for you?
by on 17·04·2023
If you are debating flexible or even home working, for you or your team, this might be a useful shared experience.
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Some personal experiences that might be useful for you when dealing with bereaved clients.
by Ruth Matthews on 10·10·2022
Factfinding helps to understand what is motivating a client; their fears or their goals. Sometimes, however, you need to use fact finding skills to understand how something unexpected could impact a clients’ plans and how you can be more than just their adviser. In this article, Ruth shares some personal experiences that might be useful for you when dealing with bereaved clients.
How The Grandkids Can Pay Your Pension
by on 21·12·2021
Grandparents or family members who care for their grandchildren whilst the parents work, may be eligible to claim additional NI Credits towards their state pension. This is particularly valuable if your client shave gaps in their NI record.
Implementing feedback the right way
by Alicia Hager on 16·11·2021
When you meet someone new, one of the first questions you ask is, ‘‘What’s your name?’’. Your name is your identity, it is one of the most basic, yet important components of who you are. Personal and working relationships can’t flourish if you are unable to determine a person’s name, and companies are no different.
To save or not to save? - That is the question
by on 26·10·2021
Well 2020 has not been the year that anyone had predicted – with the storms, floods, fires, virus pandemic and the odd plague of locusts, some could argue that the End of the World is nigh. To say 2020 has been difficult is an understatement. However, the aftermath of these natural disasters will be unprecedented and challenge what we perceive as normal – economically, politically, socially and financially.
Platform switching
by Jill Chadburn on 03·03·2020
Transferring between platforms made easier When platforms came along, they felt like a utopian solution to replace the old, tied insurance products.
Funeral blues
by on 14·01·2020
‘Stop all the clocks, cut off the telephone. Prevent the dog barking with a juicy bone. Silence the pianos and with muffled drum. Bring out the coffin, let the mourners come’.
A Newbie's View of the Profession
by on 06·08·2019
Steffan joined us in the support team around 6 months ago. His goal is to become chartered and join the paraplanning team. Being young, and having only worked in the industry for a couple of years, we thought it would be interesting to ask him what his views of paraplanning are in the context of the wider financial planning business. A fresh set of eyes can land their focus on unexpected areas, so see if these views are beneficial to your business.
PROD is the new Cilla
by Damian Davies on 20·06·2019
PROD is a big deal. Actually, scrub that. PROD is a VERY big deal.
What a paraplanner passport might look like
by Damian Davies on 15·01·2019
With so many different expectations, this simple document can provide a snapshot of the type of paraplanner behind the CV.