Why existing clients hold the answer to a more profitable advice business
Many financial planners focus on attracting new clients when trying to grow a profitable advice business, but your greatest opportunity could be right under your nose.
The Budget – the big changes are self-isolating
In the end the Budget was a bit of a non-event, supplying immunity mostly to the better off. It’s really not a very bright idea to antagonise NHS doctors busy dealing with a global pandemic so higher earners (up to £200,000 a year) retain their £40,000 annual allowance.
Why employers should have a phased retirement plan
The double pressures of an ageing population and low unemployment levels means the risk of a UK labour shortage in future is high. This is a major 'talent' issue for many small and medium sized business owners.
What is Phased Retirement – and is it right for your staff?
Less stress, more productivity. Lower costs, better long-term staff retention. The phased retirement benefits for SME employers are clear. But what is phased retirement, exactly?
Pension ‘Freedoms’ Still Point To Everyday Income Needs For Most
Pension ‘Freedoms’ Still Point To Everyday Income Needs For Most Pension reforms still do a basic job
The 5 Issues Pensions Minister Guy Opperman MUST Fix in 2020
Advice Bridge’s Sheetal Dhanuka says UK pensions minister Guy Opperman has five key issues he needs to address in 2020.