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The Personal Finance Society has always been something of a problem child for its parent the Chartered Insurance Institute.

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It was good to get away last week for a break to sunny Devon, beating the G7 hordes heading to the South West. 

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Clients are getting older, on average. It’s an inescapable fact that I was reminded of this week with the launch by St James’s Place of its Care Concierge service, aimed particularly at clients over-80.

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During a call with a client last week, I was reminded again of the dangers of unregulated investments. The client explained that his good friend had lost £120,000 to a Bitcoin scam. 

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Whenever I hear of a new regulatory initiative designed to crack down on rogues or bad practice I always resist the temptation to cheer straightaway.

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Consumers just do not trust financial services firms, that’s the long and the short of it.

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The pandemic is not over yet, far from it, and it is too early to predict the long term impact but if there is one certainty it is that many people’s retirement plans are changing.

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If there is one positive from the London Capital & Finance fiasco it is that the whole sorry business has prompted government and regulatory action to stop a repeat of LCF.

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What quality matters most to our clients? Whatever else comes along, no machine or tool will ever replace empathy and that's the quality that all of our clients seek.  

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