by Alan Marks | Sep 23, 2022 | For Clients
Much to think about It’s been a funny few months, with much to reflect on and think about now the holiday season is coming to an end. We have had the Consumer Duty rules, the seemingly never-ending hustings for a new Prime Minister, the continuing war in Ukraine and...
by Alan Marks | Sep 23, 2022 | For Clients
New Consumer Duty Rules- Update. Thank you to everyone who responded to last weeks email regarding the new consumer duty rules. It is worth pointing out again that whilst the FCA have given IFAs until the end of July 2023 to implement these new rules, they expect...
by Alan Marks | Sep 23, 2022 | For Clients
Duty of Care – Final Rules Published So, on first glance all good news, we finally know what the rules will be, and we have more time to get ready.Well not really, whilst the actual implementation date has been extended the FCA have stated that they expect...
by Alan Marks | Sep 23, 2022 | For Clients
A sale is not the only way to change your business life. Is there anything in your daily business life that you do not like doing or perhaps find tiresome or complicated to achieve? If there is, then maybe we can help you?The consultancy arm of our business,...
by Alan Marks | Sep 23, 2022 | For Clients
Do you need more time? We have had a great response to our last email about the Pareto principle (80/20 Rule). This seems to have struck a chord with many IFAs who have been in contact in the last week to enquire as to the actual mechanism of selling the tail book of...
