Six Sigma in Financial Planning Practices To many people, Six Sigma is ‘something done in manufacturing’. To me having spent six months obtaining my Black Belt and reviewing the processes within my own paraplanning business, I totally disagree. Although 6 Sigma has its roots in the 1980’s it has been applied successfully within the services … Continue reading Six Sigma in Financial Planning Practices
Fuel Poverty – Not Just Financial Poverty One of the directors of Paraplanning Hub has been a Trustee of a Charity called Middlesbrough Environment City (MEC) for over 10 years. The charity has a remit to work across Middlesbrough and the Tees Valley to promote healthy and sustainable living. Friday 24th of January saw the … Continue reading Not Just Financial Poverty
Final Salary DB Transfers Enquiries Having spent 25 years of my career as an adviser and advised on my fair share of pension transfers (final salary) over that period. I have also been undertaking the research and analysis on final salary DB transfers on behalf of financial advisers, within Paraplanning Hub, for nearly 4 years … Continue reading Final Salary DB Transfers Enquiries – UK
What is the best course of action – covering maternity Leave? If you need to arrange maternity leave cover because your paraplanner lets you know that they are pregnant and will be leaving the company, for a temporary period of time, then you can go into a blind panic. As an integral part of the … Continue reading Maternity Leave And Financial Advisers..
Great to see the top 100 financial advisers 2019 listing. Interesting to see that 80% of the Top 10 financial advisers are in the largest size category having over 25 CF30s. For the full Top 100 results see link on FT.com website. Fresh industry insights can also be found on our social channels, love to … Continue reading TOP 100 Financial Advisers 2019
Taking professional financial advice – Part 3 Why only 18% of adults seek professional financial advice. Even though my previous articles have shown working with a financial adviser can produce a real tangible financial gain (Part 1) and actually make you happier (Part 2) less than 20% of UK adults actually engage with one (18% … Continue reading Professional financial advice – ONLY 18% listen! ..Part 3
We are looking forward to attending the PFS Regional Conference Q1 2020. Of particular interest is the session focused on Embracing ESG Into Your Investment Proposition – Manchester. The event is a full day, sessions including: Active Minds – More than meets the eye: The transformation of Japan Professional Qualifications Officer Chartered Champion Embracing ESG … Continue reading Embracing ESG Into Your Investment Proposition – Manchester
(Working with a professional financial adviser – Part 2.) It appears taking financial advice can make you happier, I know I was surprised too. But stick with me on this one. Firstly, full disclosure, the article is US biased. Although I do tend to think money is a global leveller so I am comfortable in … Continue reading Financial advice can make you happier – Part 2
The role of a financial adviser is all about one thing – delivering the very best financial advice to your clients. It might look easy when you first start out, full of ideals, that you can deliver this time after time. But once you have been in the role for some time, the trees cover … Continue reading Top 5 Tips For Delivering Your Best Financial Advice.