Julie Lord: It's time to make your own financial plan

Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

Read more...

Workers over 50 have retirement ‘FOMO’ fears - study

Research into retirement preferences among over-50s has revealed that many have a fear of missing out (‘FOMO’) when they finally stop working and many favour a phased retirement approach as a result.

Read more...

Julie Lord: Good Financial Planning's enemy is bad spending

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

Read more...

Julie Lord: Why fancy cars are no measure of true wealth

I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.

Read more...
FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/