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In the race to rebrand, go digital, attract private equity, embrace artificial intelligence, adopt ESG - and all the other modern trends - it’s often forgotten that what really matters to most clients is for their provider or adviser to be around for the long term.

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There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.

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There are certain stages in life when Financial Planning advice is vitally important and one of those periods is the years leading up to retirement.

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A good financial plan will always need regular updating to stay on track as Financial Planners know, even if clients do not always appreciate this. 

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Financial Planning is not a solution to climate change nor world hunger but it is, on balance, a pretty good thing.

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It is no surprise that the pandemic has nudged, encouraged and, to be fair, forced quite a few people to rethink their retirement plans.

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FCA CEO Nikhil Rathi will have given recent critics of the regulator much of what they have demanded in his high profile Business Plan launched this week to much coverage.

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The Personal Finance Society has always been something of a problem child for its parent the Chartered Insurance Institute.

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