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We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.

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This week one of our best read stories on Financial Planning Today website was about a firm based in the United Arab Emirates reportedly targeting UK clients by offering a Financial Planning / wealth management-style service.

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At Financial Planning Today we receive a large number of press releases each day, sometimes 100 or more. This morning we received one about a firm recommending a fund which it described as “an attractive offering for investors.”

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As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

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I would vouch that the UK has some of the most complex retirement savings options in the world, with a myriad of choices and options - and of course risks.

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This week I attended the CISI Paraplanning Conference #paraconf19 held in the swish surroundings of the Crowne Plaza Hotel in Stratford-Upon-Avon (don’t worry I’m not about to fill this column with Shakespearean puns).

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We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.

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I have a dream...Actually I genuinely do still have a dream.

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I’ve been spending a fair amount of time recently considering the subject of investment due diligence. Last month an ex-colleague Chris Jones and I gave a talk on the subject at the AMPS (SIPP and SSAS providers) conference. In preparing for that talk we undertook some substantive research into the subject primarily in the context of due diligence on investments made within a SIPP wrapper.

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Somewhat predictably a group of MPs have this week called on FCA chief executive Andrew Bailey to resign over the £236m London Capital and Finance mini-bond mess.

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