Nicola Watts: Why scammers threaten us all
- Friday, 14 February 2020
- Comment
It won’t have escaped the attention of those of us in the industry that the Financial Conduct Authority has made changes to the FCA Register, removing the name of all those in customer facing roles (except where they hold a senior management function).
Read more...Julie Lord: Why happy clients beat wealthy ones
- Wednesday, 05 February 2020
- Comment
I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.
Read more...Julie Lord: We planners forget how fortunate we are
- Thursday, 21 November 2019
- Comment
I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.
Read more...Nicola Watts: Hanging up my ‘pension transfer boots’
- Friday, 15 November 2019
- Comment
Today we received our questionnaire from the FCA regarding actions that now need to be taken following receipt of the information we provided to them regarding defined benefit pensions.
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