Rate this item
(1 Vote)

Clients are getting older, on average. It’s an inescapable fact that I was reminded of this week with the launch by St James’s Place of its Care Concierge service, aimed particularly at clients over-80.

Rate this item
(8 votes)

During a call with a client last week, I was reminded again of the dangers of unregulated investments. The client explained that his good friend had lost £120,000 to a Bitcoin scam. 

Rate this item
(2 votes)

 

Whenever I hear of a new regulatory initiative designed to crack down on rogues or bad practice I always resist the temptation to cheer straightaway.

Rate this item
(0 votes)

Consumers just do not trust financial services firms, that’s the long and the short of it.

Rate this item
(0 votes)

 

The pandemic is not over yet, far from it, and it is too early to predict the long term impact but if there is one certainty it is that many people’s retirement plans are changing.

Rate this item
(0 votes)

If there is one positive from the London Capital & Finance fiasco it is that the whole sorry business has prompted government and regulatory action to stop a repeat of LCF.

Rate this item
(2 votes)

What quality matters most to our clients? Whatever else comes along, no machine or tool will ever replace empathy and that's the quality that all of our clients seek.  

Rate this item
(0 votes)

 

I seem to spend a lot of my time discussing the lifetime allowance, so when it was announced in Budget 2021 that it would be frozen with immediate effect for the next five tax years I knew this would only increase these conversations.

Rate this item
(2 votes)

Our usual way of life has been turned upside down by the global pandemic. Thankfully, due to the exceptional role out of the UK Covid-19 vaccination programme, the hope that life will return to some semblance of normality is a realistic prospect.

Rate this item
(0 votes)

The rules of financial regulation were effectively torn up and rewritten this week after the Government stepped in and launched a £120m compensation fund for victims of the London Capital & Finance collapse.

Page 3 of 25
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/