In a surprise move today, the Government has backed a Private Members’ Bill which will extend auto-enrolment (AE) pensions to millions more younger people and low earners. If approved by Parliament, which now seems likely with government backing, the minimum age of AE enrolment will be lowered from 22 to 18. In addition the […]
Archives for March 2023
Jump of 89% in ESG fund numbers in one year
The number of ESG-labelled fund products in Europe grew by 89% last year, according to a new study by investment research company Fitz Partners. The study also found that while ESG funds remain cheaper than non-ESG funds their price gap narrowed to 2bps over the last 12 months. In its latest research, Fitz Partners analysed […]
We talk customer journey’s and communications with Reckon’s Senior Marketing Executive
We sat down with Reckon’s Senior Marketing Executive Jess Theuerjahr to chat about customer journeys, communications, email campaigns, and how to get inside the mind of your customers… As Senior Marketing Executive, Jess is primarily responsible for campaign execution, customer journeys, and website content management. Hey Jess, so what was it that drew you to […]
The bookkeeper embracing innovative service offerings
In recent years, many advisors have faced the pressures of being all things to all clients around the clock. But not Jeannie Savage. Through an expanded list of service offerings and a deep reliance on both tech and her team, she’s built a bespoke practice in Cloud 9 Strategic – and her dream lifestyle to […]
Facet CEO Anders Jones says getting your money right is good for the mind, body and soul
Where Fine Dining Meets the Open Road: How to Run a Food Truck
Chances are you’ve eaten at a food truck before. A food truck is a mobile restaurant, often selling food at designated areas, street corners, or festivals and special events. Food trucks may be a great way to turn your dream of owning a restaurant into a reality. If you’re considering running a food truck, you’re […]
Nearly 3 in 10 advisers changed platform in past year
Nearly three in 10 advisers (28%) have changed one or more of their preferred platforms in the last 12 months, according to a new survey. The figure is a significant rise on the previous year when only one in five (19%) changed a platform. According to figures from Defaqto’s newly-released annual Platform Service Review for […]
FCA’s publishes delayed 24 month regulatory plan
The FCA and sister regulators have this week published a detailed ‘Regulatory Grid’ outlining revised plans for the next 24 months to allow for the Chancellor’s ‘Edinburgh Reforms’ to be included. The new regulatory pipeline for the next two years sets out the watchdogs’ timetable for initiatives and reviews. The plans were due to be published […]
Framing Prospect Conversations Around What Motivates Them Today (And Not Their Future Goals)
When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals. The hope is that these conversations will help the prospect ease into a positive frame of mind (by thinking about a vacation, retirement, or another future aspiration) and, at the same time, present the advisor with an opportunity […]
Xero launches Irish VAT3 returns and SEPA payments solutions with Parolla Plugins
I’m delighted to announce that Xero has partnered with Parolla, to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). Introducing the EMEA Xero team I’m Ayman, Head of EMEA (Europe, Middle […]