PIMFA launches mental and financial wellbeing campaign



Trade association PIMFA, which represents 1,000 investment managers and financial advisers has launched a new ‘Financial Journeys Campaign’, to help highlight the importance and link between financial and mental wellbeing.

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Julie Lord: Planners need a succession plan

I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.

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PFS reveals growth in membership in latest accounts

The Personal Finance Society (PFS) has revealed a growth in membership in its latest reports and accounts for the year ending December 2018.

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Julie Lord: ‘There is no advice gap’

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.

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