🟢 Steven Dowd

Surprisingly, most trustees don’t receive an induction when they first join a board. Rachel Ord, our Head of TrusteeWorks tells us that a good induction is directly linked to the success of a new trustee on the board. There is some fantastic advice on the Trustee Recruitment Cycle on how to give your new trustee a good induction including key insights from different charities. 📽️ Watch our short clip for a brief overview, then head over to our website to explore the Trustee Recruitment Cycle resource: https://buff.ly/3ZWc2jN Need some bespoke support? TrusteeWorks offers personalised executive-level recruitment solutions for your board at an affordable price. Visit our website for more detail on how we can help. #TrusteeRecruitment #ExpertAdvice #TrusteeInduction

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We’re pleased to launch our fourth annual Professional Trustee survey report focussing on the growth and changing trends in the Professional Trustee and Professional Sole Trustee markets over the year. In this report you will find the latest on the current landscape and key drivers of growth, the expansion of sole trusteeship, and the impact of DEI and regulatory changes. ➡️ Explore the report here: https://bit.ly/3TGFA0y

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Delighted to have participated in LCP's Professional Trustee report and to see how it underlines the Regulator's concerns about the consolidation in the independent trustee market, where firms now deliver multiple governance and other services to the scheme and where conflicts of interest inevitably follow. This is definitely NOT BESTrustees Limited's model: our sole focus is on pension trusteeship, it is all we do. We are completely independent, not part of any advisory firm, which means we provide unbiased advice free from conflicts of interest. #ukpensions #bestrustees #independenttrusteeship

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Beyond mass production: how digitisation can customise member services    In the pensions industry we’ve got used to sending out standard forms that can be daunting for members. This is especially true for potentially vulnerable people such as recently bereaved dependants of scheme members. In this article, Stephen Blakesley looks at how we can use digitisation to move beyond a mass production model and cut the administrative burden for the members we serve. For more information visit - https://lnkd.in/dhZGph8x #DigitalTransformation #aptia #pensionservices

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AoEC alumni coaches, can wholeheartedly recommend Anise who I know from the Resilience Dynamic community. If you can join her session on the 26th September, book a spot and enjoy. #walkingcoaching

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Wealth events and changes in income are two vital opportunities for your clients to reimagine support for their philanthropy. Learn why many donors choose to set up a donor-advised fund (DAF) when a significant liquidity event occurs. #Philanthropy #Charity #Grantmaking

Advisers can now access MPS Comparator directly via Engage! We’re making it even easier for advisers to assess portfolio performance with direct access through Defaqto Engage. No more switching between software or scrolling through open tabs - find everything you need in one place. For more information or for advice on accessing MPS Comparator via Engage, email the team [email protected] or complete the form at the link below and we'd be happy to help guide you! Show me more: bit.ly/MPSComparator

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It’s time to empower your clients’ philanthropy journey. Private client advisors continue to engage their clients in strategic philanthropy by using NPT UK donor-advised funds as a convenient, tax-efficient option for charitable planning. Learn more here: https://bit.ly/37N95Ge #Philanthropy #Advisors #DAFs #DonorAdvisedFunds

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🎙️ Tune into the latest episode of the Fund Selectors podcast! Lucy Walker sits down with Ryan Hughes, Investments Director at AJ Bell They dig into: 💡 How asset managers must evolve 💡 Starting at AJ Bell from scratch 💡 The role of culture This episode is packed full of advice for fund selectors and asset managers 🔥 "𝙏𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙞𝙨 𝙗𝙧𝙞𝙡𝙡𝙞𝙖𝙣𝙩 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙩𝙝𝙚 𝙢𝙤𝙢𝙚𝙣𝙩 𝙮𝙤𝙪 𝙩𝙝𝙞𝙣𝙠 𝙮𝙤𝙪’𝙫𝙚 𝙣𝙖𝙞𝙡𝙚𝙙 𝙞𝙩 𝙧𝙚𝙢𝙞𝙣𝙙𝙨 𝙮𝙤𝙪 𝙩𝙝𝙖𝙩 𝙮𝙤𝙪 𝙝𝙖𝙫𝙚𝙣’𝙩" Available now on your favourite podcast platform 🎧 #fundresearch #activemanagement #podcast

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We invite you to join a Live Webinar: The Business Exit Blueprint - Strategies for Success on Thursday 19 September at 12:30 pm (GMT). Debra Martin, Partner, joins Adam Rhodes (Rhodes Wealth Management Ltd) and Neale Lewis (Scaling Up Coaches) as they share their insights and experience for a successful business exit. Learn why planning your exit is crucial for maximising value, ensuring smooth transitions, and securing your financial future. Register here: https://lnkd.in/eiY9U7rk #businesswebinar #exitstrategy #exitblueprint #sellmybusiness #businessexitstrategy

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FBC digital meeting today, 23 April 2023, 2-3pm UK time: Evaluating Fund Board Effectiveness. As the regulatory demands on fund board directors continue to grow, how can fund boards reassure themselves that they are operating as effectively as possible? The meeting will explore how firms evaluate the performance of their boards, including in key areas such as; - the value of board reviews as a means of assessing board operations - nature and scope of these reviews - who’s involved - how the outputs are used. We also will share initial insights from FBC’s detailed research in this area and speak to two senior governance professionals who will provide their perspectives and examples of good practice when it comes to evaluating board effectiveness in the UK, Ireland and Luxembourg; Daniel Rotherford, Global Head of Product Management and Governance at HSBC Global Asset Management, and Frank Johnson, iNED Chair at First Sentier Investors (UK) Funds Ltd. FBC Corporate Members can still register here: https://lnkd.in/eYt7d6nN Shiv Taneja, Catherine Battershill, Brandon Horwitz, Simon Hynes, Peter Christmas, Fiona Evans

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Happy to share my recent podcast on team coaching with Anna Springett 🇮🇪🇫🇮! We delve into a wide range of topics and explore the unique challenges and opportunities of working as a team coach. Despite my croaky voice, I'm excited for you to listen in! #systemicteamcoaching #emccuk #endings

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✨ Investment Committees are not so mysterious after all - it's just a group of people trying to ensure money reaches the organisations doing incredible work ✨ In this Good Finance UK blog, Olivia reflects on her key takeaways with 7 pieces of advice shared in their recent podcast series for both investment committees and people who want to be part of the investment decision making process. Grab a cuppa and read now 👉 https://lnkd.in/eUbg4hc7

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Do you ever feel like this leadership role is harder than the last one? Then you need to check out our latest podcast with Paul Hutchinson and me where we unpack this latest question in our coaching series. The full episode is available here: https://lnkd.in/ekjnfPzq #leadership #leadershipdevelopment #growthmindset #growth #personaldevelopment

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PIMFA has set out its agenda for government over the course of this Parliament. PIMFA - Personal Investment Management & Financial Advice Association’s agenda: ‘Creating a UK Culture of Thriving Financial Health’ builds on and supports the policy priorities set out by the Labour government. #FinancialHealth #WealthManagement #Government https://lnkd.in/evHyxkMJ

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(𝘞𝘩𝘦𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨, 𝘺𝘰𝘶𝘳 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘴 𝘢𝘵 𝘳𝘪𝘴𝘬) How do you invest on a low budget? Here’s what leadership guru Heather Elkington and finance expert Abigail Foster, ACA have to say about investing when you have a small budget.  Watch the full interview here: https://lnkd.in/eeHGKsBs

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They say laughter is the greatest medicine… Spotted this poster at The Comedy Store, London during a fantastic improvisation gig. It got me thinking about the holistic approach we embrace at Persyou Ltd to empower you to flourish. We work with the body and physical intelligence to enhance our individual executive coaching sessions and our innovative, organisational-wide Coaching Culture Awards. This holistic strategy is what sets Persyou apart as we tailor the best thinking to your needs. How can you inject more laughter into your life? #Empowerment #Coaching #HolisticApproach

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