Rushing into 2022 as a business owner will come with a hint of hesitation. There will be a level of PTSD from the last two years of business purgatory and the widespread personal devastation that accompanied the COVID-19 pandemic. A sage business person will be taking the time early in the year to reassess and […]
Archives for 2022
How to re-sharpen your marketing for 2022
Rushing into 2022 as a business owner will come with a hint of hesitation. There will be a level of PTSD from the last two years of business purgatory and the widespread personal devastation that accompanied the COVID-19 pandemic. A sage business person will be taking the time early in the year to reassess and […]
The personal finance industry needs a sobering dose of history
How Choosing A Niche Can Help Financial Advisors Conquer The 3 B’s Of Marketing Differentiation
For many financial advisors, marketing themselves is often a challenge because the primary service they offer – providing clients with advice – and how they offer it are invisible and intangible. Which means that prospective clients can’t always make a fair evaluation when they are limited to assessing only the look and feel of the […]
5 Finance Tools High-Growth Companies Need to Scale
Attend this free webinar to uncover the best tools and practices for finance teams during hypergrowth.
Third of savers concerned over pension rule changes
A third of UK pension savers are concerned about the constant tinkering with retirement rules by governments and regulators, according to a new report. Three in ten said constantly changing rules made them nervous. Investment volatility was also an issue for a quarter of the savers surveyed. Potential lifetime allowance breaches were a concern for […]
Third of savers concerned over pension rule changes
A third of UK pension savers are concerned about the constant tinkering with retirement rules by governments and regulators, according to a new report. Three in ten said constantly changing rules made them nervous. Investment volatility was also an issue for a quarter of the savers surveyed. Potential lifetime allowance breaches were a concern for […]
PFS members call for return of CEO role
Personal Finance Society members want the CEO role – held by Keith Richards until the position was axed last year – to be reinstated, according to the results of a major CII / PFS membership consultation. However while members want the PFS leader role reinstated they want the PFS and CII to remain one organisation […]