We were delighted that our Head of Pensions Technical, Keeley Paddon, was recognised at the recent Women in Financial Advice Awards. Keeley took home the ‘Highly Commended’ trophy in the ‘Woman of the Year – Retirement’ category.
Anybody with a business interest, whether that be as a sole trader, a partner or a shareholder, should consider creating a separate LPA solely to deal with their business affairs as part of their business continuity planning.
The training and development arm of The SimplyBiz Group has received additional funding from the Education and Skills Funding Agency, allowing it to expediate and expand its apprenticeship plans.
At this year’s MDRT in Miami, one message kept coming up - we all know that our clients are able to enjoy more satisfying lives when their protection and savings needs are in good order. Doing a better job for clients enables them, and you, to live a more comfortable, fulfilling and balanced life.