The Adviser Issue 3 | Page 4

CONTENTS

contents

8

The
future of events is bright

20

Access our expert compliance services to ease regulatory pressure
SPECIAL FEATURE
6 Adviser survey … The results are in !
PERSONAL AND PROFESSIONAL DEVELOPMENT
10 Find the marketing and communications support that ’ s right for you With our comprehensive MyMarketing options
TECHNICAL TALK
18 How to keep on keeping on with the SM & CR Some useful flowcharts to help you understand your responsibilities
24 Financial abuse and coercion – a family affair ? The Financial Vulnerability Taskforce looks at this concerning issue and what they are doing to help raise awareness
12 Have you head about the new and improved MyLearning ? The one where you can choose the right tier of support for you
14 Is social media marketing all it ’ s hyped up to be ? Five quick tips to boost the performance of your social media channels
Exploding retirement income myths

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PROFILE INTERVIEW
15 Dr Thomas Mathar , Aegon Financial wellbeing is about much more than wealth
41 Geoff Matthews , Cansquared Limited A technology success story
4 | the adviser