CISI's Financial Planners' fears over cost of Pensions Dashboard
- Thursday, 24 January 2019
- Articles
The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.
Read more...Julie Lord: Good Financial Planning's enemy is bad spending
- Thursday, 10 January 2019
- Comment
When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.
Read more...Financial Planners ‘storm’ PFS Forces event in Bolton
- Wednesday, 14 November 2018
- Articles
Stormtroopers, TIE fighters and Jedis have formed an unlikely alliance with Financial Planners as the PFS Forces conference jumped to hyperspace in Bolton this morning.
Read more...Julie Lord: Why fancy cars are no measure of true wealth
- Tuesday, 09 October 2018
- Comment
I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.
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