Julie Lord: 'The big retirement lie must end'
- Friday, 06 July 2018
- Comment
Over many years the big insurance and investment companies have been portraying retirement as one big vacation where sensible savers can play golf or lounge about on sandy beaches, living their retirement dreams.
Read more...Nicola Watts: Why we are rethinking our fees and charges
- Thursday, 16 November 2017
- Comment
Speaking with Financial Planning Today editor Kevin O’Donnell regarding the potential content for this column, things going on in my own business are always “hot topics” and fees and charges are one current issue.
Read more...Paraplanners gear up for next Powwow ‘unconference’
- Friday, 10 November 2017
- Articles
Paraplanners Kelly Guttridge and Jo Radcliffe will be hosting 'The Powwow in the Middle' event, the next in the Powwow series, which will be held in Oxfordshire.
Read more...CISI to revamp Certified Financial Planner designation
- Tuesday, 26 September 2017
- Articles
The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.
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