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Why words matter: Faith Liversedge shares practical tips for advisers on successful client communication
It’s not just jargon we need to be clear about argues Faith Liversedge. Sometimes, it’s the everyday words we use that we…
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100 years of income protection
Dentists’ Provident CFO, Kirby Mardle, tells Rebecca Tomes why being an income protection specialist really matters and why working more with IFAs…
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Are managed portfolio services the answer for IFAs?
Compliance consultant Tony Catt shares his latest thinking on Managed Portfolio Services and why he believes they represent a win-win for both…
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ESG and sustainable MPS due diligence
Yes, it’s a challenge but the good news is that ESG Accord has got this sorted for you! In this month’s article,…
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Sustainable investing in the aftermath of COP26 and the Covid-19 pandemic
The need for advisers, planners and paraplanners to access genuine and accurate information about sustainable investing has never been greater. With growing…
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Smooth talk: part two of IFA Magazine’s discussion with Vince Smith-Hughes
In this second part of IFA Magazine’s discussion with Vince Smith-Hughes, Director of Specialist Business Support at Prudential, we follow on from…
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The dirty business of greenwashing
Mark Gillan, Head of Product at AJ Bell Investments, reflects on some of the landmark initiatives which have hit the ESG headlines…
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Plan, do, check and act; practical tips from Michelle Hoskin on achieving continuous improvement in your advice firm
Financial Planners can often find it harder to work on their business than in their business. If you fall into this camp,…
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And now for the good news on ESG… Triple benefit, triple defence
With excesses of doom and gloom, overwhelming statistics and claims of greenwashing which are centred around ESG and Sustainable Finance nowadays, ESG…
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Ways to reassure clients during periods of market volatility
If the markets are to endure a bumpy ride throughout 2022, it’s important that advisers and planners have reassuring messages up their…

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