Aston Goodey, director of sales and marketing at MGM Advantage, highlights the importance of using the Open Market Option to secure the best retirement solution.
Stephen Hagues, managing director of business brokers Retiring IFA, assesses whether now is the time to sell your firm.
Business consultant Steve Billingham lists the key questions to ask your clients to measure their experience of your company.
Joel Turland, managing director of T&C software supplier Redland, explains the importance of having good training and competency schemes in place.
Defaqto's Fraser Donaldson takes a closer look at the discretionary management route.
The VCT industry expects to raise significantly more than last year's total of £340m as demand for investments to mitigate higher tax rates and pension-top up vehicles increases.
My client has an individual IP policy, but his employer is offering group IP cheaper for the same level of cover, plus an employee assistance programme (EAP). It is unlikely he will work for the same employer for life and this policy has a continuation...
With an increasing use of electronic underwriting engines, how do reinsurers compare the quality of different provider's rulebooks? Andy Smith investigates risk assessment and operational performance
The Pensions Bill has begun its reading in Parliament. Will the creation of the National Employment Savings Trust open the market to businesses never before involved in providing financial support to their employees and create opportunities for advisers...
When selling protection, IFAs may have to ditch hard facts and be more aware of the clients' needs - especially over their savings, says Louise Colley