Editor’s Column: Face to face meetings should return
- Friday, 26 February 2021
- Articles

Should Financial Planning firms insist that staff are vaccinated before returning to face to face client meetings? It’s a question that many planners will be wrangling with but one firm has taken the lead.
Read more...Editor’s Column: One man's drive for redemption
- Friday, 19 February 2021
- Articles

Redemption is a powerful force and it is likely to be the driving force behind fallen fund manager Neil Woodford’s unexpected comeback plans revealed this week.
Read more...Editor’s Column: Could LCF have been spotted earlier?
- Friday, 12 February 2021
- Articles

There is little doubt that in 2018 the FCA’s call centre was in a mess. Demoralised, poorly trained staff were inundated with a barrage of calls from consumers, some of them angry and abusive, even racist and homophobic.
Read more...Editor’s Column: Yesterday’s client may not be tomorrow’s
- Friday, 05 February 2021
- Comment

I imagine most Financial Planners have a picture in their heads of their ideal client - perhaps a client who looks a bit like their existing clients.
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