Guest Column: Why I welcome Schroders Financial Planning launch

The launch of a new Financial Planning firm, Schroders Personal Wealth (SPW), is exciting news and I believe new entrants to the financial advice market must be welcomed not feared, writes Simon Goldthorpe of Beaufort Group.

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Editor’s Comment: Why fearful savers shun investing

I’ve felt for a long time that what the fund management sector offers, and Financial Planners and advisers in turn recommend, is often far from what investors want to buy and two surveys this week back up that view.

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Editor’s Comment: Schroders Personal Wealth - friend or foe?

I’m finding it difficult to decide whether the new Schroders Personal Wealth Financial Planning business announced this week, a joint venture between fund manager Schroders and Lloyds Bank, will augur well for the Financial Planning profession.

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Dan Atkinson: Bringing the Powwow to our team meetings

For 2019 I’ve started incorporating a little of the Paraplanner Powwow essence in our team meetings. At the Powwows, people who work on their own or in a small team can learn from others. It’s a sharing environment that not only wants to share good practice, but also get things fixed! A key characteristic is that when we meet up it is a ‘safe space’ where all contribute – not just the wizened owls.

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