Tag Results
Buyers beware
Friday, 8 December 2023Some 12 years on from its first published research, the Society of Trust & Estate Practitioners has published a new report: Wills and Trusts – Buyers Beware.
Tags: SIFA Professional
Posted in Blog
Reflection and Competency – What do you mean you don’t have any records?
Monday, 4 December 2023A quick show of hands for who went to the COLP COFA Conference last month in Birmingham – I was not able to attend either, but as I had registered, I was able to view the sessions of interest online a week later.
Tags: SIFA Professional
Posted in associate news
10 clients in need of financial advice and how to identify them
Wednesday, 8 November 2023Ensuring you always act with integrity and in your clients best interests of course governs how you work. Being able to identify which clients require complementary financial planning and at what stage of the legal process is therefore essential.
Tags: SIFA Professional
Posted in associate news
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
Blog
Keeping the conversation going beyond Pride Month
As I reflect on all the celebrations of Pride Month 2024, I ask myself why there remains hesitancy amongst LGBTQ+ staff members about when it comes to being open about their identity in the workplace.
Third-party managed accounts: Your key questions answered
The Solicitors Regulation Authority has given strong indications that it is headed towards greater restrictions on law firms when it comes to handling client money.
Understanding vicarious trauma in the legal workplace
Vicarious trauma can happen to anyone who works with clients who have experienced trauma such as domestic or other violence, child abuse, sexual assault, torture or being a refugee.
Reports
Associates
