As we near Halloween and reach the twilight of our journey, we thought this might be appropriate. Without wanting to…
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Whether you’ve committed to yearly, 6-monthly, quarterly or whatever frequency of review, it is vitally important that you can demonstrate…
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X-Factor - A noteworthy special talent or quality. For example: "There are a number of suitability report generators around, but…
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Someone who waffles speaks or writes at length in a vague or trivial manner. Avoid reports that waffle. Use an…
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As we reach the nether regions of the alphabet, the letters get correspondingly trickier. We have therefore called on the…
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Probably the single most important aspect in report writing is relating your recommendations to your client circumstances and because no…
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This generically refers to the transfer of benefits. Specifically however, it is essential that firms understand what constitutes a ‘pension…
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This is a generic term used to describe a switch from one investment to another. This could be an investment…
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(From this blog’s perspective it is coincidental that ‘R’, ‘S’ and ‘T’ are adjacent in the alphabet and you should…
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Don’t rush out your suitability reports. Our recommendation is that after writing, you ‘quarantine’ the report until it has been…
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