Atkinson: Encourage clients to have 'big hairy audacious goals'
- Friday, 26 May 2017
- Comment
I’m assuming that many of you have been in financial services/planning/advice for many years. It’s easy to get desensitised to the jargon, language and mental constructs that pervade our industry.
Read more...Editor's Comment: Why Financial Planning Week is worth the effort
- Monday, 08 May 2017
- Comment
The CISI's Financial Planning Week, which gets under way today, is by far the best campaign of the year in terms of encouraging consumers to learn more about the benefits of sound, long term Financial Planning in its widest sense.
Read more...Guest Column: Businesses need better pension planning - Carty
- Thursday, 06 April 2017
- Comment
Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.
Read more...Editor's Comment: Simon's Chamberlain's plan was lesson to all
- Thursday, 30 March 2017
- Comment
We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not the obvious ones.
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