Focus on financial planning

23 Nov 2012

Get ready for financial planning week

Throughout the year dedicates itself to raising awareness and encouraging consumers to be proactive with their financial planning. Next week financial planning will take centre stage in the media, so make sure you are ready. What better time to update your profile and take full advantage of all the features to better showcase your firm to prospective clients!

Why not show your support on Twitter and suggest your top financial planning tips for #fpwuk? Share your ideas on our LinkedIn page and let us know how you will encourage your clients to review their financial plans.

Maintaining relationships

Would you like to keep your website fresh, while managing and updating your social media profile but struggle to find the time?  If so, then good news - the Social media management service from WSI can develop a tailored solution for your business; helping you maintain relationships with clients whilst driving traffic to your site.  Now for the great news… subscribers can benefit from special offers, find out more here!

Put life cover on expenses with a Relevant Life Plan

Do you want to provide valuable life cover and financial security for your employees in a tax efficient manner? A Relevant Life Plan could be the answer.

A Relevant Life Plan is an individual 'death in service' life policy. It is a term assurance plan designed to pay a lump sum if the person covered dies during their employment, within the terms of the plan. Relevant Life Plans offer a tax efficient way to provide valuable death in service benefits for you and your employees.

The unique way in which Relevant Life Plans work means you can effectively have the taxman help pay for the cover. While the cover is personal to you and your employees, the policy can count as an allowable business expense, so is tax deductible and doesn't count towards annual or lifetime pension allowances.

To find out more visit



The team

Category: News Tagged: Financial planning

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