Category: Advice

  • Outsource your memory

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    by

    Arthur Beverly
    in , ,

    You enter the Supermarket.  “Bread, butter, toothpaste, onions. Bread, butter, toothpaste, onions. ”  A nearby customer glances at you quizzically as you mumble your list under your breath.  Twenty minutes later, you leave the store with a cart full of food – but no toothpaste! Familiar? You’re not a storage device One of Lifes’ truisms…

  • Digital advice to drive down costs

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    by

    JD
    in , ,

    “Most advisers take the view that the RDR (Retail Distribution Review) which is essence removed commission from investment products, provided the quality of advice but effectively reduced the distribution of it. Most will conduct a face to face fact-finding meeting but finding a way to do it remotely, lowers the cost associated with the advice process.…

  • Pension cold-calling ban to be in place ‘by June’

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    by

    Arthur Beverly
    in ,

    A ban on pension cold-calling will be put into law by June this year after the government introduced amendments to the Financial Guidance and Claims Bill. The Bill, due to reach the House of Commons report stage on Monday 12 March, now includes a cold-calling ban and pension guidance provision. The Work and Pensions Committeesaid…