Operations

• 6 tips for cutting your firm’s energy bills

  

  Business energy consumption and costs could be considerably reduced with the right corrective action, says Nicky Bannister, head of Flogas Energy

• Unravelling FCA Policy Statement PS18/20 – Pensions Transfers

  

  ATEB Consulting’s Steve Bailey looks at the key points in the FCA’s ‘Improving the quality of pension transfer advice’ paper

• Using your CRM to better communicate with clients

  

  Sara Rowe, senior solutions consultant, IRESS looks at how to use a CRM system to make client communications more effective, particularly when addressing the majority of your client base 

More Articles

• Staying compliant when using cloud services

  

  ATEB Consulting’s Steve Bailey looks at the FCA’s latest guidance and what it means practically for firms The FCA has updated its guidance for firms outsourcing to the ‘cloud’ to … Continued

• Using technology for advice management

  

  Good advice management is like travelling with a suitcase, suggests Sara Rowe, senior solutions consultant, IRESS. She uses XPLAN’s functionality to illustrate her point

• Giving great service: What advisers can learn from the Japanese ethos

  

  Anticipation and forethought can help differentiate your service and your business for clients, says Brett Davidson, MD of FPAdvance. The Japanese have a word for it

• Innovation or evolution? What best supports advisers?

  

  When we consider innovation, might we need evolving products, platforms and toolkits to support advisers rather than a requirement for wholesale changes? asks Standard Life’s Alastair Black

• Protection for platform investors – should you be nervous?

  

  In the light of a recent high profile broker failure, AJ Bell’s Martin Jones looks at what protection is in place for platform investors, whether they are still sufficient and the importance of platform due diligence

• 10 tips for choosing the right PR company

  

  How do you choose the right PR agency for your business? Shelly Durrant, account director at Newgate Communications provides 10 top tips

• New service helps advisers become directly authorised

  

  Apricity recently launched its Going it Alone service, which helps advisers become directly authorised. We asked MD Cathi Harrison about the challenges advisers face when looking to become directly authorised

• Take action to avoid your website being labelled ‘Not Secure’

  

  Your site will display as “Not Secure” in Google Chrome from next month unless you take action, warns CodePotato’s Gareth Thompson

• Do you want a 2-Star or a 5-star business?

  

  To move a business from good to great and to unleash the full skillset of the owner and his/her team, requires one thing, says Brett Davidson, MD of FPAdvance

• Percival and Harrison review suitability report writing at Technical Insight Seminars

  

  Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.