It may have escaped your notice but the end of February marks the 30th anniversary of the first SIPP being established.
Read more ...John Moret: Key SIPP issues 'unresolved' after 30 years
- Wednesday, 12 February 2020
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Chloe Moran: From Paraplanner to Financial Planner – my journey
- Tuesday, 04 February 2020
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Although I fell into Financial Planning by chance, as soon as I understood the profession and the various roles I knew that my goal was to be a Financial Planner.
Read more ...Chloe Moran: Laptops and Love Hearts - coping with WFH
- Tuesday, 04 February 2020
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Now that I have reached the end of week four of working from home, I have been able to reflect on this time. There are things that I miss (colleagues) and things that I don’t (Thameslink).
Read more ...Chloe Moran: Why community can help us all
- Tuesday, 04 February 2020
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Over the past few months, I have seen and heard various people talking about the things that have helped them through these challenging times as the world as we know it changes around us.
Read more ...Bamford: Why are so many Planners reluctant to go niche?
- Monday, 03 February 2020
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I've had many conversations with Financial Planners and explained the importance of niche marketing, along with all of the benefits of picking a particular type of client to work with.
Read more ...Martin Bamford: So where's all the Financial Planning competition?
- Monday, 03 February 2020
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Our business has a head office in Cranleigh, Surrey, which is the largest village in England; at least it's one of several in England claiming to be the largest.
Read more ...Martin Bamford: New work patterns can help us all
- Monday, 03 February 2020
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Bamford: Planners must brace for rapid tech changes
- Wednesday, 04 December 2019
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As we near the end of the second decade of the 21st century, it’s fair to say the technological advances so far this century have been astonishing.
Read more ...Bamford: The forces that will transform Financial Planning
- Wednesday, 04 December 2019
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I love this time of year. It’s a time for reflection and opportunity. It’s a time for resolutions and goal setting, with January viewed by many as a clean slate.
Read more ...George Kinder: Global vision grows with speaking tour
- Thursday, 28 November 2019
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It’s been quite a year for me in my quest to apply life planning technology to civilisation.
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