Picture the scene: a moderately busy suburban branch of a High Street bank in early 2015. A motor cycle courier arrives. He is carrying a large bin bag full of cash, the wads carefully wrapped.
Read more ...Editor’s Column: The Planning express needs to avoid derailment
- Friday, 15 October 2021
- Comment
First things first: Happy New Year. I hope it’s a good one for you, your business and your clients.
Read more ...Editor’s Column: Shorter lifespans require pension re-think
- Friday, 15 October 2021
- Comment
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.
Read more ...Editor’s Column: Spotting the invisible clients
- Friday, 15 October 2021
- Comment
There has been much talk lately about how Financial Planners can spot and work with vulnerable clients.
Read more ...Martin Bamford: Who do you trust?
- Monday, 06 September 2021
- Comment
Trust is a critical concept in what we do as Financial Planners but is often hard to define.
Read more ...Editor’s Column: Rathi needs to deliver on his manifesto
- Friday, 16 July 2021
- Comment
FCA CEO Nikhil Rathi will have given recent critics of the regulator much of what they have demanded in his high profile Business Plan launched this week to much coverage.
Read more ...Editor’s Column: Retirement woes far from inevitable
- Friday, 16 July 2021
- Comment
It is no surprise that the pandemic has nudged, encouraged and, to be fair, forced quite a few people to rethink their retirement plans.
Read more ...Editor’s Column: Time to shout about Financial Planning
- Friday, 16 July 2021
- Comment
Financial Planning is not a solution to climate change nor world hunger but it is, on balance, a pretty good thing.
Read more ...Editor’s Column: All change for financial plans - or is it?
- Friday, 16 July 2021
- Comment
A good financial plan will always need regular updating to stay on track as Financial Planners know, even if clients do not always appreciate this.
Read more ...Editor’s Column: Vaccinating against pension poverty
- Friday, 16 July 2021
- Comment
There are certain stages in life when Financial Planning advice is vitally important and one of those periods is the years leading up to retirement.
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