At the time of writing, the industry is holding its breath to learn what the FSA has to say under the Retail Distribution Review.
When was the last time you talked to your clients about protection and what they understand about our products? I mean really talked to them?
Making gifts has become a common part of our lives. In fact if you Google the word ‘gifts' you get 326m hits for websites helping to find gifts for him, her, mum, dad, weddings, birthdays, babies and a whole host of other occasions. There is even a website...
Networking is a business activity we all engage in to attract new customers and build our firms.
The veil of timidity that has been draped for so long over the Financial Services Authority (FSA) is slowly being lifted.
Working in financial services can sometimes feel like walking down a very long and winding road, a road where somebody keeps changing the signposts.
The team here have been joined by a young lad called Jamie for the last two weeks. Jamie's 15 and is with Royal Liver for two weeks work experience.
In my youth, when I would hang around wine bars trying to look cool and being totally ignored by the fairer sex, I knew a chap called Smart Pete.
Last month, my wife bought a second hand car. We had a budget of between £1,500 and £2,000.