Keeping it flexible

Keeping it flexible

When we are planning for people, this is always based on their objectives. Now this may sound obvious but from previous experience of other companies this is far from the process followed by some in our industry. By being objective led it makes the job far more...
Teamwork

Teamwork

Like many of us, we have a case of serious Olympic fever in our house and in the office at the moment. Seeing the comradery of the athletes is inspiring to watch, being a huge sports fan it is refreshing to see other athletes cheering their team mates, and even...
6 month review

6 month review

Last week saw the team sit down and reflect on the first 6 months of this calendar year and how they have played out compared to our business plan. The plan was put together last November and looked to try and put some numbers to how 2021 could look for us as a...
Decumulation

Decumulation

Decumulation in the Collins English Dictionary is defined as ‘a decrease in amount or value’. In recent years it has really come into focus in our industry particularly when the pension freedoms were introduced, and it became possible to simply drain a pension fund in...
Being the best you……

Being the best you……

This week my wife passed an exam which completed her Investment Advice Diploma qualification. It has been 5 years in the making as due to growing our family she stepped back from exams for a period of time. Doing further exams to obtain professional qualifications are...