During these unprecedented times the number of ‘vulnerable clients’ is likely to increase due to the economic impact of the Coronavirus outbreak, emotional or family issues, and a change in health.
It won’t have gone unnoticed by many Financial Planning Today readers that the week before last was Mental Health Awareness Week.
Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!
I was reminded this week that Financial Planning is much more of a profession than a business by the latest Charles Stanley results.
What a difference a couple of weeks can make. In my last article I asked just what is “fair and reasonable” in the context of recent Financial Ombudsman’s (FoS) determinations relating to SIPPs and specifically referred to one recent decision involving Liberty SIPP Limited.
The news announced last week that Liberty SIPP Limited had entered administration should have come as no surprise following recent determinations by the Financial Ombudsman (FoS).
In this weird world of lockdown many are working from home and having to deal with all the challenges it brings.
In some ways my “typical day” hasn’t changed significantly.
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Now that I have reached the end of week four of working from home, I have been able to reflect on this time. There are things that I miss (colleagues) and things that I don’t (Thameslink).
On 2 April, I celebrated my 72nd birthday. It was a joyful day with my wife and daughters spent at our rustic New England home overlooking a pond.
John Moret: We must adapt to new realities
Written by JamesThe events of the last few weeks have impacted just about every aspect of everyday living – including the world of pensions.
In one fell swoop the Chancellor has changed the rules of the game for the self-employed.