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.
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.
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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
