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Protected: Culture, Culture, Culture

‘Culture’ has got to be the buzz word of the year – organizational psychologists and academics rejoice! You cannot read the business section of any paper at the moment without at least one reference to it. But what is it? Discussions are rampant about what it means...

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PARAPLANNING: KEY PERSON INSURANCE

Many business owners insure against damage to physical business assets and have workers compensation and professional indemnity/public liability insurance. However, for many businesses the most important asset, the key people in the business, is unprotected. A...

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Protected: Risk & Professional Standards (R&PS) Update

OUTSOURCED PARAPLANNING Out sourced paraplanning pricing is a modularised system where you are charged based on such things as: The number of strategies – investment and/or insurance The number of recommended portfolios/products The number of product replacement...

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Our Leader presents at Women in Leadership Conference

This October (26 & 27 October 2106) our Head of Risk & Professional Standards Manager Cheyenne Walker, will join a prestigious list of leaders to address delegates of the banking and finance industry at the Women in Leadership and Banking conference. Cheyenne has been...

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GENERAL ADVICE WARNING

This information is of a general nature only and you need to seek professional advice based upon your own personal circumstances before acting. Although we consider this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission.