Preparing for winter-a great time to data cleanse. Ensuring more clarity, efficiency, & also set the stage for growth. Want to discover more If you how Informed Training can help you & your business visit: informedtraining.co.uk Photo credit Eileen Murphy -Local Park

Huge thanks to clients, suppliers, prospects & connections for your support. Wishing you a Merry Christmas & a healthy, happy New Year! 🎄 Shoutout to some #FinancialServices stars: Phil Bray Lee Robertson FCSI FRSA The Verve Foundation intelliflo Hope to see more of these on walks🙏

Thank you clients, partners & supporters - Your trust and collaboration mean the world to us. Wishing you all a Merry Christmas and a Happy New Year!🥂 The Informed Training Team 🎅🌟 #FinancialServices #CRM #Intelliflo #InformedTraining

Sending before the madness begins. Our Jacquiie Lawson card is below. Hope you enjoy. 🥳🥂🍾🤗 bit.ly/3VXws92

Exciting news! ⭐️ Our very own Eileen Murphy appears on this week’s episode of ’Beginnings Ltd’ podcast; sitting down with Alexandra Vind & Annabel Gray to talk all things CRM. Eileen says it was a real joy to spend time with the ladies! Listen here: mybeginnings.co.uk/podcast

I was thrilled to be invited as podcast guest with such experienced #FinancialServices perspectives from Wealth Planning & Compliance-We talked CRM & how #financialservices can work smarter, not harder. Only 25 mins long with great tips & challenges at the end. Tune in here 👇

Photo taken by me at local park in work break - this is what utilising automated tasks/workflows allows me to do 😊💙🤗 linkedin.com/feed/update/ur…

🌧️ Freezing rain may hit Britain over the weekend as the current cold snap continues telegraph.co.uk/news/2025/02/1…

✍️ 'Latvia, Estonia and Lithuania are the Nato front line' | Writes Brendan Simms Read the full column here 👇 telegraph.co.uk/news/2025/03/1…

For investment platforms that need to supply financial data to multiple endpoints, FINIO is the data hub that provides efficient delivery of clean and enriched platform data, to software systems & advisory firms. buff.ly/pvsdQKG #BetterData #FinancialServices #FinTech

Every day should be #IWD. Paul Morrish reflects on the women who shaped his journey—and why financial services must do more to support female talent. Read more: moneymarketing.co.uk/opinion/paul-m…

Rachel Reeves has been urged to rule out a new tax raid on pension pots in the autumn Budget to stop savers from panic withdrawing their money telegraph.co.uk/money/tax/inco…

When markets fell three weeks ago, advisers and planners had three options for client communication. If you chose the second option, we believe you made the right decision. In this week’s blog, we reveal why. theyardstickagency.co.uk/blog/your-5-po…

🌍 Market jitters after tariff news remind us why targeted support matters more than ever. It’s not a threat to advice—it’s a bridge to better financial outcomes. Let's close the gap together. 🔗 moneymarketing.co.uk/opinion/amanda… #FinancialAdvice #TargetedSupport #Investing

The FCA’s Financial Lives survey paints a mixed picture: resilience is holding, but confidence in the industry remains low. Only 8.6% accessed regulated advice last year. Progress is slow—and the public is still crying out for more support. 🔗 moneymarketing.co.uk/news/alistair-…

Transact integrates with Intelliflo to streamline adviser workflows moneymarketing.co.uk/news/transact-…

Just seen these tips on the BBC to keep cool 😎 UK heatwave: Wildfire alerts around UK and millions face hosepipe bans as heatwave sets in - live updates - BBC News bbc.co.uk/news/live/cvg8…

Astonishing statistics here from Mark R. Lane-Only 1% 😮 …

Sesame Bankhall Group appoints M&A director to lead IFA exit consulting service moneymarketing.co.uk/news/sesame-ba…

New IHT rules for pensions are on the horizon. From April 2027, the IHT landscape for pension death benefits will change, shifting responsibilities for advisers and PRs. Andy Zanelli from Aberdeen Adviser explains the key insights. Read the full article: moneymarketing.co.uk/opinion/aberde…