Business

• Pension transfers – how to ensure client understanding

  

  Steve Bailey of ATEB Consulting, points to COBS for direction and offers eight conclusions to help advice firms achieve that client understanding

• Your brand matters and should be protected

  

  Brand identity is paramount to staying memorable, especially when it has been grown on reputation. As such, it needs protecting, says Mathys & Squire’s Adela Dinca

• We call this creationism

  

  Success businesses are built on hard work, maximising potential and improving execution, says Dominic Berger financial adviser for Angel Business Club. “The grass is always greener…”. There are many catchphrases that … Continued

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• Business resilience post-Covid

  

  Businesses that want to remain resilient beyond the current pandemic need to maximise their technology investments, says Mark Barlow, CEO at AppLearn

• Picking up the pieces – how advisers can help after a market sell-off

  

  By Mickey Morrissey, head of distribution, Smith & Williamson Investment Management

• Not just about ‘keeping the lights on’

  

  Operating under lockdown conditions during the current crisis has meant going beyond maintaining systems and services, says Anthony Rafferty, Managing Director of Fintech Origo

• Why and how power of attorney should be put in place for clients

  

  Grant Blakey, technical consultant at AJ Bell, considers the importance of your client’s having a power of attorney in place, the benefits of doing so and potential drawbacks if not.

• GDPR for advice firms 2020

  

  Steve Bailey, director of ATEB Consulting, reviews GDPR two years on from its implementation in the UK and provides some practical tips.

• Why client calmness is an acid test of good advice

  

  Colin Dyer, head of Proposition and Private Client Management at 1825, talks to the firm’s approach to client relationships and surprise responses in the current crisis Sat at our desks at … Continued

• Dealing with vulnerable clients during the Covid-19 pandemic

  

  How the Regulator might expect firms to be dealing with vulnerable clients at this time

• Where we are and what lies ahead?

  

  Amine Chaieb, partner at Spearvest, provides looks at current markets and what scenario we might be looking at in the months ahead

• Ensuring client understanding in pensions transfer advice

  

  How can you ensure a client understands the advice and the recommendations being made in a pension transfer case? ATEB Consulting’s Steve Bailey looks at what COBS says, and where advice firms make mistakes

• 5 ways your productivity can be improved

  

  Shyamal Parikh, founder of SmartTask, an online work management tool, suggests five ways task management can contribute to your productivity