Dan Atkinson: What is the purpose of Financial Planning?
- Wednesday, 24 October 2018
- Comment
What exactly is the purpose of Financial Planning? How do we represent it to the public? Why should they feel compelled to engage and pay fees for it? What is the value? I’m not going to go deeply philosophical on you – don’t worry! But what is it that we do? What purpose – economic, social, or other – do we serve? If we aren’t clear in our own minds how can we help clients to realise the importance of what we do.
Read more...Dan Atkinson: Powwow energises and equips Paraplanners
- Friday, 14 September 2018
- Comment
You would think that after 6 years the Paraplanners Powwow format would be getting tired. You would be wrong.
Read more...IFA says 73% of employers not helping with financial advice
- Tuesday, 28 August 2018
- Articles
Polling by IFA firm Chase de Vere in conjunction with Lightbulb, an independent research company, showed that employers were not willing to spend money to provide financial advice for their employees despite understanding the benefits of doing so.
Read more...Nicola Watts: ‘Financial Planners must guide clients through the maze’
- Wednesday, 15 August 2018
- Comment
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?
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