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To work from home, or not to work from home? - that is the question. It’s certainly a question many Financial Planners are wrangling with at the moment.

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As inevitable as night follows day, the return to school this month is already resulting in a raft of the usual coughs and colds.

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We’ve just published the latest issue of Financial Planning Today magazine, the sister publication to Financial Planning Today website. It contains some excellent features and content as ever but one poignant article in the magazine, a case study, reminded me of just how crucial Financial Planning can be.

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On 7 September 1970 (50 years ago today) I stepped into Sun Life’s offices at 107 Cheapside in the City of London for the first time and started out on a voyage of discovery in the world of pensions and financial services.

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News this week that the Government will press ahead with plans to push up the age for accessing the Pension Freedoms from 55 to 27 by 2028 will have surprised some and disappointed many.

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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.

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My new car can drive itself. When driving past Stonehenge last week, in the usual stop-start traffic caused by the heritage site rubberneckers, I flicked on 'autopilot.'
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Eagle-eyed Budget and Treasury watchers are well aware that what appear to be small or insignificant changes made by Chancellors or ministers can often have huge ramifications in subsequent years.

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Financial Ombudsman Service data shows 1,635 new complaints were received about financial advisers in the 2019 to 2020 financial year, down a bit from 1,915 in 2018 to 2019, the PFS chief executive writes in his latest column for Financial Planning Today Magazine (July/Aug issue).

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If you mention the acronyms FNZ, GBST and CMA to the average person on the Clapham Omnibus you would get a puzzled look and yet this story has profound implications for UK investors, for the platform sector and in reality for most of the UK population.

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