It was good to get away last week for a break to sunny Devon, beating the G7 hordes heading to the South West.
Read more ...Editor’s Column: Is buying Nutmeg a bit nutty?
- Saturday, 08 May 2021
- Comment

I have to confess that I scratched my head this week when I heard the news that JP Morgan Chase was buying the loss-making robo-adviser Nutmeg.
Read more ...Editor’s Column: The PFS - a successful but problem child
- Saturday, 08 May 2021
- Comment

The Personal Finance Society has always been something of a problem child for its parent the Chartered Insurance Institute.
Read more ...Editor’s Column: PFS revolt opens door to dialogue
- Saturday, 08 May 2021
- Comment

As we reported last week, the CII’s recent crunch AGM saw a setback for rebels fighting against the deregistration of the Personal Finance Society.
Read more ...Nicola Watts: The irreplaceable quality Financial Planners offer
- Tuesday, 04 May 2021
- Comment

What quality matters most to our clients? Whatever else comes along, no machine or tool will ever replace empathy and that's the quality that all of our clients seek.
Read more ...Claire Trott: Why the LTA is nothing to fear
- Friday, 30 April 2021
- Comment

I seem to spend a lot of my time discussing the lifetime allowance, so when it was announced in Budget 2021 that it would be frozen with immediate effect for the next five tax years I knew this would only increase these conversations.
Read more ...Guest Column: Why remote exams are here to stay
- Monday, 26 April 2021
- Comment

Our usual way of life has been turned upside down by the global pandemic. Thankfully, due to the exceptional role out of the UK Covid-19 vaccination programme, the hope that life will return to some semblance of normality is a realistic prospect.
Read more ...Editor’s Column: A small but important step forward
- Monday, 22 March 2021
- Comment

This week I did something rather different. I put on a pair of black work shoes, a decent work shirt and a pair of trousers. I then went to my annual business meeting at our accountants.
Read more ...Editor’s Column: Has the compensation genie been unleashed?
- Monday, 22 March 2021
- Comment

The rules of financial regulation were effectively torn up and rewritten this week after the Government stepped in and launched a £120m compensation fund for victims of the London Capital & Finance collapse.
Read more ...Editor’s Column: Have we turned a corner on scams?
- Monday, 22 March 2021
- Comment

If there is one positive from the London Capital & Finance fiasco it is that the whole sorry business has prompted government and regulatory action to stop a repeat of LCF.
Read more ...