Judging by the amount of calls I’ve taken on auto enrolment over the last week it seems that slowly but surely both businesses, fellow financial planners and the accountancy and legal community have started to realise something. Auto enrolment isn’t going away and it’s a challenge, both as professionals and business owners we all need […]
Let’s start with a question…. What was the first certificate you ever received? Although one of my particular personal traits has been to use my head and mouth far more effectively than my arms and legs i’m pretty sure mine was an ‘effort’ certificate for athletics (which I was always a bit rubbish at although […]
If you’re a regular reader of this blog you know that a lot of the work we’re doing as a business at the minute is focused on helping employers prepare for auto enrolment. In our opinion, auto enrolment is a good thing! It will help millions of people take ownership and save for their financial […]
I love a good puzzle. Sudoku, rubik’s cubes, Logic Puzzles and Cryptograms…I just love digging into a mental challenging puzzle and emerging with a solution that works. At the moment I find myself spending more and more time working on puzzles of a different nature. The puzzle of auto enrolment. Recently I was doing some digging into […]
Over the last couple of years on this blog I’ve covered a wide range of issues. I’ve talked about some of the personal and business financial challenges you might face, shared with you some of the challenges I’ve faced within my business and tried to tell you about some helpful stories about my clients, my […]
Auto Enrolment should be big news. It has the potential, over the longer term, to play a huge part in helping individuals get far closer to the lifestyle they are looking for in retirement. Medium term, as we’ve seen in the Australian ‘Super’ Model (not Elle Macpherson, but the colloquial term for the Australian ‘Superannuation’ […]
As I find myself embroiled (is that the right word?) in more Auto Enrolment work we’re finding more and more quirks in the system. I’m really enjoying helping these medium sized business owners ensure their businesses are ready for the ‘auto enrolment avalanche’ and really having the opportunity to dig deep into their businesses to […]
Over the last few weeks, in between looking after my individual clients, managing the day to day functionality of the business and attending various events it seems that I’ve been talking (and writing) a lot about one particular subject. I’ve been talking to clients, fellow professionals (including our accountancy, hr and legal connections) and journalists. […]
One of the most important lessons I’ve learned, and as a positive optimistic person something I understand the need to do but am still quite uncomfortable with, is the importance of saying ‘No’. You see I prefer to say ‘Yes’ or ‘I can help’ but have realised that in Life and especially in Business sometimes […]
Over the past couple of weeks I’ve had a few meetings with other financial planners and financial advisers about auto enrolment. The IFA’s in question are all high quality planners but tend to specialise on personal client financial planners as opposed to auto enrolment compliance. Many IFA’s have appreciated that there is a business opportunity […]