Historic moves….
By the time you read this item we will all know the results of two…
Yearly Archives: 2017
AE for SME
As we continue on the auto enrolment (AE) journey I have noticed that the audience…
Ensuring T&C is built-in, not bolted on to your business
Since 2013 and the introduction of the FCA there has clearly been a greater emphasis…
Why the important financial decisions we take need professional advice
The most important single financial decision facing the baby-boomers of middle England today is what…
Mortgages – the return of subprime lending?
I recently attended a ‘complex prime’ lending roadshow. There were many reasons I wanted to…
Coaching – an event or an environment?
I love coaching – I love watching it, teaching it, observing it… and being coached. …
Can new learning technologies reduce business risk and deliver cultural change?
Demonstrating competence and regulatory compliance is a serious business. After all, the costs of non-compliance…
Getting the most out of your approach with CPD
For many advisers, Continuous Professional Development (CPD) is a necessary evil that is foist upon…
Trump: The real alternate facts
There, got your attention from the serious stuff in this magazine. And, I promise, that…
AF7, AF8 and beyond
In October 2016, the CII announced that it was replacing AF3 – an old favourite,…