I have just been giving a presentation on intergenerational planning in using SIPPs and SSAS and as ever I am in awe of what can be achieved using a pension these days.
You would think that after 6 years the Paraplanners Powwow format would be getting tired. You would be wrong.
In January 2017 I set myself a target that I would only be working a four day week and that I would be having the school holidays off. We work so hard to help our clients achieve their goals – this was one for me, time for myself every week and time with my girls during the holidays.
I’ve never been a particularly big fan of events for Financial Planners and I'm not alone on this.
Last year I read an article offering some advice to millennials from a millionaire, “if you want to buy a house, stop buying avocado toast.” Thank you Tim Gurner. I don’t think I’ve ever had avocado toast and I am yet to be a homeowner.
Following on from my last article, it appears, that the Treasury select committee may not (and I can’t understand why they wouldn’t) have read my latest article – a simple request to stop messing with pensions and long term savings. Following the publication of the household finances report at the end of July, are we set for another raft of changes?
This last month, I’ve been reminded how great a community we have in Financial Planning.
At first glance, how the Financial Conduct Authority intends to improve retirement outcomes for non-advised consumers may appear of little relevance to advisers.
The client should be at the forefront of everything we do in the financial planning profession. Along with the members of my team, it’s our clients who make our business. Without them, we simply wouldn’t have a business.
Towards the end of June I had the pleasure of attending a special conference for dads. The purpose was to help equip each other to be better in our role as parents.
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Once gain the question of whether there will be changes to pension tax relief raises its ugly head.
I read with interest the article online at Financial Planning Today which stated that the results of a recent Aegon study showed that 38% of respondents were not confident about their ability to retire comfortably and were unprepared in terms of pensions and saving to fund their retirement.
One of my clients died on Saturday. She died peacefully at home, surrounded by family and loved ones. It was, as far as these things can be, a ‘good death’.
Recently we’ve covered a spate of stories about financial advisers being arrested, sent to jail or just incurring the wrath of regulators or the police.