Jeff

/Jeff
Jeff

About Jeff

PRINCE2 Practitioner Jeff’s experience spans 25 years in the Financial Services market, including Programme and Project management, sales and marketing and training design / delivery. Key skills include helping organisations to convert goals and objectives into manageable, auditable and achievable deliverables, and then tracking them through to tangible results.

THERE IS A NEW CERTIFICATE IN TOWN

The CII recently announced a new qualification aimed at advisers wishing to become qualified in the pensions transfers market. This new level 4 qualification will be called the Certificate in Pension Transfers and aims to develop the in-depth knowledge and practical skills of anyone wishing to advise on the transfer of 'safeguarded benefits'. So, what [...]

By | March 3rd, 2017|Blog|0 Comments

REMEMBERING WHY ‘WHY?’ DOES NOT ALWAYS PRODUCE THE RESULTS WE WANT

During a recent busy day in London I had the chance to leave the office, get some fresh air (well, as fresh and nitrogen dioxide-free as it can be around Threadneedle Street) and pick up some lunch. So, resolution-affirming healthy salad and calorie-laden desert in hand, I found myself queuing in a well-known food chain, [...]

By | February 3rd, 2017|Talking Points|0 Comments