Monthly Archives: June 2016

//June

STAY CALM, SIT TIGHT – DO NOTHING?

Brexit and the financial market’s reactions have caused many investors some sleepless nights in the past 72 hours. With so much uncertainty, investors are looking for something or someone to help clarify their thinking. The message from financial advisers to bewildered small investors appears to be “hold your nerve”. Many advisers are pointing out that [...]

By | June 27th, 2016|Talking Points|0 Comments

When all else fails – one-to-one coaching is the answer

BTS were contacted by a student who had taken the R02 exam twice and not passed. He was lacking in confidence and struggling with both absorbing the facts and having the right techniques for passing the exams. He used the BTS R0 study guides for R01, 2, 3 and 5. He then had two intensive [...]

By | June 22nd, 2016|BTS News|0 Comments

C-3PO GIVES FINANCIAL ADVICE – LOVE YOUR ROBOT!

Is the growing adoption of robo-advice the first step to seeing financial advisers become extinct and artificial intelligence taking over, dominating the world of financial services? Kevin Paterson (Source Insurance) says recent research indicates that over a third (35%) of advisers feel that the biggest future threat to their business comes from robo-advice and technology [...]

By | June 17th, 2016|Talking Points|0 Comments

R04 Exam Successes

BTS have just finished running a series of R0 workshops for a wealth management client based in Edinburgh. This intake was made up of 9 students. One of the group already has the required level 4 qualification but the rest had little industry experience and are working their way through all six papers over the [...]

By | June 11th, 2016|BTS News|0 Comments

NOT ‘WHEN’ BUT ‘IF’ – AN OPPORTUNITY FOR FINANCIAL ADVISERS

A question that is often asked is ‘Are you putting enough into your pension for your retirement?’  According to Bob Champion of Later Life Academy, provider of training to financial advisers, the answer for the vast majority of people in the UK is probably ‘no’. This may well be because many people expect to retire [...]

By | June 10th, 2016|Talking Points|0 Comments

FINANCIAL SKILLS – NEVER TOO SOON TO START!

The Bank of England’s chief economist, Andy Haldane recently ruffled feathers by admitting that the British pensions system is so complicated, even he fails to understand it, warning of the “damaging” consequences this presents for consumers as they approach retirement. Many people assumed, from the tenor of his speech, that he was criticising financial advisers, [...]

By | June 2nd, 2016|Talking Points|0 Comments