Today we received our questionnaire from the FCA regarding actions that now need to be taken following receipt of the information we provided to them regarding defined benefit pensions.

It’s been an exciting couple of months at Jane Smith Financial Planning.

As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.

We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.