There has been much talk lately about how Financial Planners can spot and work with vulnerable clients.

National Financial Planning group Continuum has predicted that annuities may see a return to favour as advisers try to cope with the impact of soaring inflation on their clients.

It’s been an accepted wisdom over the past few decades that we are all living longer, at least as a nation. That’s now being tested.

First things first: Happy New Year. I hope it’s a good one for you, your business and your clients.