Call us on 01432 355 322

Is home working still working for you?

If you are debating flexible or even home working, for you or your team, this might be a useful shared experience.

Some personal experiences that might be useful for you when dealing with bereaved clients.

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

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

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

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

Transferring between platforms made easier When platforms came along, they felt like a utopian solution to replace the old, tied insurance products.

Funeral blues

‘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

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

PROD is a big deal. Actually, scrub that. PROD is a VERY big deal.

What a paraplanner passport might look like

With so many different expectations, this simple document can provide a snapshot of the type of paraplanner behind the CV.

The Timeblog

  • Latest

  • Categories
  • Tagged With

    Advice Annual Reviews Benefits Branding Brexit Child Benefit Compliance CPD CRP DB Transfers Guest Blog IHT Insistent Clients ISAs Lifetime ISAs LTA MiFIDII MPAA NI Contributions Paraplanning Pension Pensions Phased Retirement platforms PROD Protection Providers RDR Research Residential Care Retirement Review Savings SIPP Suitability Tax TCF TVAS wraps

  • By author

    Authors List

  • By date

    • Recent Articles

    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant

    Similar Articles

    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant
    If you are not already a client of The Timebank and would like to know more about what we do and how we can help your business please do get in touch:

    Telephone: 01432 355 322

    Email: [email protected]
    Key contact information:

    Damian Davies, Managing Director – 01432 355 391

    Melissa Hall, Head of Paraplanning – 01432 233 038

    Lauren Bower, Account Manager – 01432 355 347

    Phone: 01432 355 322
    Fax: 0845 280 8777
    © 2003-2024

    Privacy Policy

    Planned to perfection by The Site Doctor