- 14 September 2016
- Ken Davy: Are you in for a penny, in for £500?
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Download the consultation paper on access to cash for financial advice and send in your views
- 09 September 2016
- NMBA: Set your watch: Three key time management tips for advisers
- 08 September 2016
- Consumer Credit Centre: Are your customers getting the message?
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Since becoming regulated by the Financial Conduct Authority (FCA), I know that you’ve heard a lot about the importance of communicating with your customers in a manner which is clear, fair and not misleading.
- 07 September 2016
- Ken Davy: Detail pension risks for a rosy future
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Taking the easy route over final salary scheme transfers does not always work out for the best in the long term
- 31 August 2016
- Ken Davy: Time for a financial planners' Olympics
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Advisers should go for gold to impress their clients.
- 30 August 2016
- SimplyBiz advises on 500 DB transfers in first year
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SimplyBiz has processed 500 defined benefit transfer requests since it launched its outsourcing service last year, the firm has announced.
- 18 August 2016
- Consumer Credit Centre: Please allow me to introduce myself...
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When I was just a slip of a lass, my grandma always used to tell me: “Beware of the man whose eyebrows meet, for in his heart lies deep deceit.”.
- 17 August 2016
- Ken Davy: May the sun shine on all your businesses
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Summer is a time of optimism, and we all have a lot to be optimistic about...
- 17 August 2016
- NMBA: Are your clients visual, verbal or emotional?
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If it was not for the RDR rearing its head when it did, it would have been many years since most of us gave any thought to the way in which we learn and retain information.