TCF

A company's service standards, when done well, are deeply imbedded throughout the firm, says Lisa Hall, as she outlines the best approach to customer interaction

When cover is allowed to lapse, it incurs costs to the client if they wish to resume at a later date. Andy Milburn questions this practice and devises a cunning plan…

Under TCF regulations, advisers are required to look at their client's financial wellbeing and needs. With this in mind, what prominence should cash plans be given, and should they ever be at the forefront of a client's requirements.

Ben Goh, managing director of Financial Services Compliance (EU) Limited, looks at the outcomes of this year's Financial Services Act.

Advisers need to ensure customers with small pensions funds are treated fairly, writes Andrew Megson, managing director of retirement at Partnership.

Hugo Thorman, managing director of Ascentric, examines the issue of disclosing costs post-RDR.

An IFA is taking the FSA to task over the costs of regulation after calculating the percentage of his firm's hourly rate that goes to the FSA.

AT8's Mark Loosmore reports on the launch of Partnership's new Retirement proposition aimed at cutting the time to process smaller annuities.

This week we speak to the founder of South-Shields based paraplanning company The Paraplanning House.

A random file check followed by a brief interview? Think again...