Editor’s Comment: More to do on pension scams after ban
- Friday, 11 January 2019
- Comment
Crooks will always target pensions - that's a given - but that should not deter us from applauding the significant progress made this week in tackling scammers with a new law banning pension cold calling.
Read more...Dan Atkinson: Surround yourself with people who strive
- Friday, 14 December 2018
- Comment
As you might have guessed from previous blogs I think we have some excellent people in our profession. These people are passionate about getting the best outcomes for their clients, but also find time to encourage others along. There are no monopolies on good ideas and more than enough potential clients to go around. Passionate people attract each other and form collaborations.
Read more...Nicola Watts: Celebrate what you've achieved
- Wednesday, 28 November 2018
- Comment
Like many of you, I’m sure, there is always a never-ending “to do” list of things that need to be done – work for clients, regulatory and compliance demands and plenty of work to be done on building and developing the business.
Read more...Mark Harman: Financial Planners must look at the bigger picture
- Wednesday, 14 November 2018
- Comment
Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future. As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money wisely, ensuring they get good returns for years to come.
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