Research consultant Gill Wales explains how to survey your clients' needs in the most effective way.
It seemed such an easy question. It was simple. It was direct. Everyone had answered it. But the results were useless. The question was: ‘Where do you work?’, with a space for people to write in their...
Retirement Advantage research suggests
9,700 transfers in 2016/17
Up 0.1% from Q1
Extra burdens for largest firms