Can You Really Save Money by Outsourcing Paraplanning?

30th March 2021

You'd be forgiven for thinking that whenever you outsource part of your business operations you are paying a premium for an on-demand increase in capacity, but, in fact, using PowerPlanner may actually be the most cost-effective solution for your business.

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Breaking Bottlenecks to Scalability - Administration

25th February 2021

Plan administration, LOA processing and data gathering are duties that all financial planning practices have to perform, but very often they're not done as efficiently as they could be. Here's a few tips that can help you run a smoother administration process and have a more scalable business practice.

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When do You Need a Suitability Report?

17th December 2020

We're often asked by advisers whether or not a full-on suitability report is needed for a particular case. It's not always obvious from the regulator's requirements, particularly with abridged advice now on the scene.

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Why You Should Probably Do Less Work

26th November 2020

With freelancing on the up, there are lots of opportunities to reduce your workload and free up time to concentrate on what you do best and what makes you profitable.

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Working with IO - A Technical Perspective

23rd June 2020

Having successfully integrated our adviser portal software with Intelligent Office, this post by our technical director focuses on the Intelliflo API and presents some hints and tips for getting the best out of it.

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Life in Financial Services after Covid-19

26th May 2020

How will the financial services industry's working patterns look when the lockdown is over? We explore the positives we should take from this experience to ensure any change is for the better.

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Time in the Market? Time to get Educated!

6th May 2020

Despite what many seem to be saying in light of the current crisis, the key to a successful long-term investment strategy is not just a matter of holding securities for as long as you can.

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How to Make Home Working Effective for Your Business

27th March 2020

With little forewarning, companies everywhere are now under pressure to have their staff work from home, but how do you do that without compromising productivity, security or morale? Here are 5 things you can try based on what works well for us.

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The Benefits of Home-Based Working

28th February 2020

Remote working is now more feasible than ever, and more companies should consider allowing it. This article sets out a personalised reflection on the benefits of working from home for both the employee and employer.

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5 Ideas for Scaling your Restricted Advice Business

18th February 2020

Are you a restricted market financial adviser? If so, you are in a great position to develop a lean workflow to maximise efficiency and productivity. Here's a few ideas about how you can make your process scalable and ready for business growth.

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How to Survive the Busy Season - Top 5 Tips

31st January 2020

The last 3 months of the tax year are invariably the busiest time in a financial planner's calendar. In this article we present our top 5 tips to help manage this extra workload and have a stress-free financial year end.

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2019 in Numbers

30th December 2019

As we reach the end of what's been a solid year for PowerPlanner, we examine some of the numbers and statistics and look at where we can go from here in future.

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Using MI for PI

10th November 2019

Having good management information (MI) can help your applications for professional indemnity (PI) insurance, and with premiums on the rise it's becoming increasingly worthwhile. This post explains how keeping track of your pension review cases can provide you with the sorts of metrics you need to get competitive insurance quotes.

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