It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.
Over the past 10 years I’ve seen too many governments treat pension savers, particularly middle to high earner, as tax-dodging lepers.
The retirement outcomes review continues to cause fun and games in the world of pensions. Particularly for those with more complex pension products.
I’m not good at everything. Despite my prevalence for slightly too much bravado and confidence, I’m reminded often of my limitations.
The latest Investment Association figures, covering fund sales in the second quarter, reveal some interesting movements but also highlight the blunders mainstream investors make over and over again due to the herd instinct.
I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.
As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.
Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.
We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.
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.”
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!
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.
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).