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  4. Transferring Trail commission post 2012

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    Comment
    | Uncategorized
    October 8, 2010
    The FSA has outlined its new adviser charging rules which allow trail commission to be switched if a client moves adviser firm post-2012.  These details come in The FSA’s quarterly consultation published 6 October. Advisers choosing to re-register commission after 2012 will have to tell customers when they apply the...
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  5. Review of auto enrolment

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    Comment
    | Financial, T4 Marketing
    September 30, 2010
    The government was due to report on 30 September. “Making auto enrolment work” is a review to take account of developments since Turner reported, in particular to take account of the economic downturn and the fiscal deficit.  They are looking at the balance between costs and benefits and identifying the right...
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  6. Blogging and the modern day platform for IFAs creating relationships with clients, prospects and professional connections online.

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    Comment
    | Financial, Social Media & Networking, T4 Marketing
    September 28, 2010
    Blogging is a modern-day marketing platform for cultivating client, prospect, and professional connection relationships Not many IFAs in the UK blog.  Perhaps as few as 5% – maybe slightly more in the US. An interactive blog site linked to a financial adviser website and installed on a unique web address...
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  7. Some people changes at T4

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    1
    | T4 Marketing
    March 17, 2010
    At T4 we are always investing in and developing our company for the benefit of our clients. In 2010 we have already implemented a series of important changes: Team Leaders We have introduced a new role of team leader. We have split the sales team and appointed two team leaders....
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