We need YOU!

As the tax year comes to an end, we need your input as to what's been the most common piece of advice you've given.

28 Mar 2014

What's your verdict?

As the tax year comes to an end, we need your input as to what's been the most common piece of advice you've given, client appetite for different financial products and how you think the Budget 2014 will affect consumers the most.  Please take just a couple of minutes to let us know you think - as always we'll let you know the outcome in a future newsletter and we'll use the results to generate media coverage and debate on social media forums.  Complete the survey.

What creates an outstanding business?

This week, the Chief Executive Officer of the Personal Finance Society, Keith Richards, shares his tips for success and which attributes he sees as making a company lucrative, ethical and truly customer focused.  From clarity of proposition to team effort, he discusses what characteristics he's seen consistently covert consumers.  Read his full article.

Your statistics are waiting for you

Have you been regularly checking your unbiased.co.uk profile statistics?  Log into your account now to find out:
•    Profile views you have received
•    Times you have appeared in a search listing
•    Call-back requests you have received
•    Email-me-back requests you have received
•    Your social media views
•    Your website views

And don't forget!  If you want to see those statistics increase each month, complete as much of your profile as you can to make it stand out on unbiased.co.uk.  Update your profile.

Make the most of the auto-enrolment opportunities

Thousands of employers are looking to advisers and payroll providers for support with automatic enrolment.  Make the most of this opportunity -- register for your place at NEST Live Spring 2014, taking place in Edinburgh, Birmingham, Manchester and London.

Sessions include:
•    Talks from industry experts about the challenges of automatic enrolment and client propositions
•    A demonstration of NEST's delegated access service and other tools to help your clients

If you plan on coming to one of the events, why not bring along an accountant that deals with your clients' payroll to make the most of the afternoon session as well.

Visit nestpensions.org.uk/events to register.

The unbiased.co.uk team

Category: Tax Tagged: tax

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