Editor’s Comment: Why fearful savers shun investing
- Friday, 01 March 2019
- Articles
I’ve felt for a long time that what the fund management sector offers, and Financial Planners and advisers in turn recommend, is often far from what investors want to buy and two surveys this week back up that view.
Read more...Editor’s Comment: Schroders Personal Wealth - friend or foe?
- Friday, 22 February 2019
- Comment
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.
Read more...Dan Atkinson: Bringing the Powwow to our team meetings
- Monday, 18 February 2019
- Comment
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.
Read more...Editor’s Comment: Why auto-enrolment faces risks ahead
- Friday, 15 February 2019
- Comment
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.
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