4 in 5 Planners go beyond money matters
- Thursday, 19 August 2021
- Articles
4 in 5 (78%) of Financial Planners go beyond dealing with pure financial matters with their retirement clients to provide advice on life after work.
Read more...2 new recruits joins Planner wellbeing initiative
- Friday, 23 July 2021
- Articles
The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.
Read more...PFS creates wellbeing hub for members
- Wednesday, 10 March 2021
- Articles
The Personal Finance Society has created a ‘wellbeing’ hub to help advisers suffering from the long term impact of the Coronavirus pandemic.
Read more...Financial advice boosts savers’ ‘emotional wellbeing’
- Monday, 14 September 2020
- Articles
New research has revealed that professional financial advice boosts consumers’ emotional wellbeing – especially in times of crisis - and ongoing relationships with advisers provide the most benefit.
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