Chris Budd: Are you making this mistake before even meeting new clients?
It’s important to set the goal for the first meeting with clients in advance: say you look forward to hearing about their plans for the future
Source: moneymarketing.co.uk
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Andy Bell: Will Autumn Statement be another wasted opportunity for savers?
Conservative supporters are looking to chancellor Jeremey Hunt to launch an election saving Hail Mary in the Autumn Statement later this month.
Source: moneymarketing.co.uk
Day in the Life of... Tony Hall, head of business development, Saffron for Intermediaries  – Mortgage Strategy
My alarm goes off at… ...it can be as early as 5am if I’m travelling into Saffron, or 6am if I’m on the way to London. If I’m working from home, however, I’ll usually set it for 7am to allow me enough time to walk the dogs, have breakfast and start my working day at half past eight. Every day really is so different
Source: mortgagestrategy.co.uk
John Cowan: Think Consumer Duty pressure is over? It's only just getting started
To those who doubted the regulator’s intent, we are witnessing the opening salvos of a programme designed to deliver what it says on the Consumer Duty tin.
Source: moneymarketing.co.uk
Rachel Vahey: Pensions are more than 'easy wins' for government coffers
Chancellor Jeremy Hunt wants our money. There has been nothing subtle about the government’s approach over the last four months. The opposite in fact. It has made it very clear it wants to channel pensions and savings funds into UK investments to help kickstart growth in productivity.
Source: moneymarketing.co.uk