Tag Results
The reputational risk of not making a referral
Monday, 6 November 2023Posted by Dave Seager, consulting adviser to Legal Futures Associate SIFA Professional It would not be contentious to suggest that solicitors, both as individuals and as firms, are naturally risk averse. Perhaps this is understandable from a profession that is dealing with the… Read More
Tags: SIFA Professional
Posted in Blog
An integrated approach to retirement planning and family wealth preservation – Real life case study
Wednesday, 18 October 2023In the evolving landscape of financial planning, with pension freedoms for retirement benefits and increasing life expectancy, integrating retirement and wealth preservation together is of paramount importance.
Tags: SIFA Professional
Posted in associate news
LPAs – are you working with the right financial planning partner?
Thursday, 12 October 2023If you are not receiving constant referrals from your financial planning partners, then are you not working with the right partners. Or are they perhaps not true financial planners at all?
Tags: SIFA Professional
Posted in Blog
The importance of robust vulnerable client policies
Tuesday, 19 September 2023Vulnerable client policies have been a requirement for FCA regulated firms for a while now and the regulator has made it a key theme in recent years.
Tags: SIFA Professional
Posted in associate news
The SRA’s principles and how they might impact third-party referral
Friday, 8 September 2023How do the SRA principles influence a firm’s and individual lawyer’s behaviour in the context of third-parry referral to financial planning professionals?
Tags: SIFA Professional
Posted in Blog
Working with a Public Authority Deputy to achieve best outcomes for clients’
Monday, 4 September 2023Informed Financial Planning have recently been working with a Local Authority (LA) to provide financial advice to individuals they look after in their role as a Public Authority Deputy.
Tags: SIFA Professional
Posted in associate news
Enhancing client outcomes through collaboration
Wednesday, 30 August 2023While solicitors specialise in legal matters and financial planners focus on financial strategies, the collaboration of their expertise can deliver a host of benefits to clients.
Tags: SIFA Professional
Posted in associate news
Presenting the dream team
Tuesday, 22 August 2023I am acutely aware as a consultant to law firms, rather than someone who works within one, that there is still some reticence to fully embrace the Solicitors Regulation Authority’s transparency rules.
Tags: SIFA Professional
Posted in Blog
Working with your financial planner to attract and retain clients
Friday, 28 July 2023it is hard to disagree with the contention that a personal recommendation for a service is, without doubt, the best source of new clients; it will always be stronger than a testimonial on a website.
Tags: SIFA Professional
Posted in Blog
A safe pair of hands – how to find the right financial planning partner
Friday, 16 June 2023The SRA expects solicitors to be able to demonstrate to their clients the reasons why they believe a referral to a particular third party is in their best interests.
Tags: SIFA Professional
Posted in Blog