SM&CR 5 key issues
As we approach the second anniversary of the roll out of SM&CR to all solo regulated firms, we have an…
2022 – what kind of year will it be?
While every day should be an opportunity to think about how we are progressing towards the things that are important…
Empowering the Supervisor
Just what is a supervisor? Well, there are numerous definitions. One I found was “one’s immediate superior in the workplace,”…
Handling mortgage objections – the modern way
With empathy, structure and focused customer concern and service. It’s not a battle like it was in the 1990s; now…
Standards vs expectations
You would think in a world of compliance that I wouldn’t have to write an article about the differences between…
Financial Advisers – How to become the best at what you do
How do you become the best at what you do? Here at Expert Pensions, we’ve been delving deep into critical…
