Financial Planners return to client meetings

Over two thirds (68%) of Financial Planners have resumed fact to face meetings with clients, according to a new survey.

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Half of Planners to continue remote working post pandemic

Almost half (46%) of Financial Planners expect to work remotely at least two days a week after the Coronavirus pandemic.

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Editor’s Column: A small but important step forward

This week I did something rather different. I put on a pair of black work shoes, a decent work shirt and a pair of trousers. I then went to my annual business meeting at our accountants.

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Nicola Watts: Why it's time to focus on what works

A year ago, in January 2020, who could have imagined what the following 12 months would bring. I know many will look back and think it’s a year that they would rather forget. 

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