A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.
In a Dear CEO letter issued on 22 March to pension providers the FCA appear to imply that the role of a pension provider is now as a gatekeeper for defined benefit transfers.
I’m in the UK to launch my new book, A Golden Civilization & the Map of Mindfulness, and the London portion of a global movement of Golden Civilization Conversations (www.AGoldenCivilization.com) already in process on 5 continents. It is the purpose of both the conversations and the book to life plan civilization.
Chloe Moran recently shared her daily stresses as a Paraplanner, many of with which I could identify. I think it’s healthy to talk about these things; laying them out on the table can be a cathartic exercise resulting in positive change.
Financial Planning is a relatively unknown career path, and Paraplanning within that is even less well known.
If I had a penny for every time someone asked me how I got into financial services I would be pretty rich by now.
It seems natural to write about the tax year end and ‘ISA season’ at this time of year.
NEW: John Moret – Uneasy time for SIPPs
Written by James
The 14 March saw the 30th anniversary of Nigel Lawson’s budget speech which conceived the idea of a SIPP (although the name and acronym emerged some time later).
The FCA’s recent Retirement Outcomes Review was a very welcome and thought-provoking paper. The report will result in a number of changes for the industry and it will be interesting to see which direction the FCA goes in its final review.
The launch of a new Financial Planning firm, Schroders Personal Wealth (SPW), is exciting news and I believe new entrants to the financial advice market must be welcomed not feared, writes Simon Goldthorpe of Beaufort Group.
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I’m finding it difficult to decide whether the new Schroders Personal Wealth Financial Planning business announced this week, a joint venture between fund manager Schroders and Lloyds Bank, will augur well for the Financial Planning profession.
For 2019 I’ve started incorporating a little of the Paraplanner Powwow essence in our team meetings. At the Powwows, people who work on their own or in a small team can learn from others. It’s a sharing environment that not only wants to share good practice, but also get things fixed! A key characteristic is that when we meet up it is a ‘safe space’ where all contribute – not just the wizened owls.
Pensions auto-enrolment has been one of the few, consistent bright spots in the UK pensions market over the past decade. But with higher contributions on the way soon the DWP will need to keep a close eye to ensure that the wheels on the trolley don’t come off.
I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.