We have had a few ‘interesting’ interactions with clients and providers this week. One client is struggling with their bank. In essence, they have banked with them for over 50 years, and have always had a ‘personal banker’. They used to be called bank managers….

I’ve had a few wake up calls recently that have reminded me that I am now officially too old to die young. 

As a child who grew up in the 1960s and 1970s, I feel vaguely cheated. Between Tomorrows' World, Blue Peter and Magpie, I definitely feel we were promised individual jetpacks by now. But somehow that has not happened.

As I promised a little while ago, this is my promised: ‘What do we do much better than before’ article. Instead of a very long list (which it would be), I want to focus on four connected and fundamental things.

One in six (17%) of divorces in the last five years were postponed due to financial pressure according to new research, with the majority of splitting couples declining to use a financial adviser.

Charity leaders expect their investment risk appetite to increase in the next two years with four fifths - 81% - agreeing that is the case, although many fear a market correction.

The Chartered Institute for Securities & Investment has appointed Chartered Financial Planner Steven McBurnie as the new chair of its Paraplanner Interest Group (PPIG).

Fast-growing international Financial Planning firm Hoxton Wealth has added Jordan Maxwell as a Financial Planner in its UK team.

Women over 55 will receive nearly £6,000 less in pension income annually than men while spending £1,200 more than their expected pension income each year in retirement.

Ian Darby, executive chairman of acquisitive national Financial Planning The Wren Sterling Group, retired from the business at the end of 2024 although he will remain a significant shareholder.