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Auto-enrolment: a trip of a lifetime or a holiday from hell?

by William Bottomley on Jul 17, 2014 at 14:15

Just like when you're planning a holiday, you need to plan for auto-enrolment, William Bottomley of Lifetime Financial Managment says.

Adviser KnowHow: How to move from paraplanning to advice

by Sarah Pitard on Jul 17, 2014 at 14:01

Many paraplanners are bulking up their qualifications and transitioning into advice, including John Redmond of BpH  Wealth Managment.

Gimme (tax) shelter: how to make the most of retirement

by William Robins on Jul 17, 2014 at 14:00

Music festivals aren't just for the young 'uns. Click through for tips on how best to spend cash in later life.

Paraplanner Pointers: How do you build your toolkit

by William Robins on Jul 16, 2014 at 15:44

We asked two paraplanners how they found the right tools and software packages for the job.

Paraplanner Profile: Alyson Brown of The Paraplanning House

by William Robins on Jul 15, 2014 at 14:11

Outsourced paraplanner Alyson Brown tells us about her workload and taking on extra clients.

Property pains could scupper hopes for Sipp cap ad reprieve

by William Robins on Jul 15, 2014 at 14:09

Sipp operators have also been pushing for property to be excluded from the costly category of ‘non-standard assets’ under the incoming capital adequacy rules.

Adviser Profile: Chris Taylor of Taylor & Taylor Financial Services

by Tim Cooper on Jul 11, 2014 at 15:07

Over three decades Chris Taylor has built his financial advice firm Taylor & Taylor into a £500,000 a year business.

How Canada is flying the flag for financial planning

by Douglas Brown on Jul 10, 2014 at 15:12

How does Canada manage to cut through the red tape of its 13 financial regulators?

Put a plan together and join the auto-enrolment A-team

by Alan Fergusson on Jul 09, 2014 at 15:16

Practical experience has shown there is nothing simple about auto-enrolment, warns Alan Fergusson of Mattioli Woods.

Twitter tips: how social media can grow your business

by Sarah Pitard on Jul 09, 2014 at 11:21

We interviewed Bridget Greenwood director of Financial Social Media UK on how to get 1,000 Twitter followers.

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  • Douglas Brown

    Douglas Brown

    Audience development manager

    dbrown@citywire.co.uk

  • Sarah Pitard

    Sarah Pitard

    Audience development executive

    spitard@citywire.co.uk

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