News

CPD Changes 16-02-2012

by Catherine Court, Head of Training & Competence

The Financial Services Authority has given some guidance as to what CPD should look like. There are six golden rules...

Consistent Inconsistencies 16-02-2012

by Ben Street, Quality Monitoring Supervisor

Do We Deal With Consistent Clients?

One comment we regularly get as feedback (either direct to the department or via seminars) is that some IFAs feel that there can be inconsistency between file checks and associated work (and/or file checkers).

Listening Skills 16-02-2012

by Catherine Court, Head of Training & Competence

If you’re reading this then it’s likely that you’re an adviser who has been working for a good number of years, and has a loyal client bank that you know quite well and who are not afraid to ask questions of you.

How To Present Your Servicing Proposition 16-02-2012

by Jeremy Allard, Quality Monitoring Officer

As the business practices of many IFAs continue to be affected by RDR, we felt it may be useful to provide guidance on how best to manage and probably more importantly document, the on-going servicing discussion.

Keydata 09-02-2012

by Charlie Palmer, Chief Executive

I recently met some bigwig at a rival network, who charge three times the price for a very similar service as we provide. He ran the research department, and was very proud to have blacklisted Keydata well before the trouble erupted and the liquidity and assets in the fund dried up like a mirage in the Gobi desert.

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