Financial Planners has adjusted remarkably quickly to remote working and video meetings with clients but it has not been easy for some and in many ways is just a speeding up of trends we have seen over recent years.
It’s been on our “to do” list for months, maybe even a couple of years. We’ve deliberated over what it should look like, what it should do and how we would use it. We’ve looked at no end of options out there and we’ve completed the due diligence.
A few years ago I carried out a research project for another publisher and we worked out that all the personal finance magazines put togther would equal only a fraction of the circulation of Women’s Own.
As dawn broke on 17 March, we sent out the bat signal to the moneyinfo crew to implement our business continuity plan, writes Tessa Lee, MD of fintech moneyinfo.
A new poll of Personal Finance Society members suggests nearly 90% of Financial Planners will never return to the way they worked before the pandemic.
The FCA’s long awaited DB transfer review was published today with, seemingly, a ban on contingent charging which turns out to be not a complete ban after all.
During these unprecedented times the number of ‘vulnerable clients’ is likely to increase due to the economic impact of the Coronavirus outbreak, emotional or family issues, and a change in health.
It won’t have gone unnoticed by many Financial Planning Today readers that the week before last was Mental Health Awareness Week.
Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!
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I was reminded this week that Financial Planning is much more of a profession than a business by the latest Charles Stanley results.
What a difference a couple of weeks can make. In my last article I asked just what is “fair and reasonable” in the context of recent Financial Ombudsman’s (FoS) determinations relating to SIPPs and specifically referred to one recent decision involving Liberty SIPP Limited.
The news announced last week that Liberty SIPP Limited had entered administration should have come as no surprise following recent determinations by the Financial Ombudsman (FoS).