During these unprecedented times the number of ‘vulnerable clients’ is likely to increase due to the economic impact of the Coronavirus outbreak, emotional or family issues, and a change in health.
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Keith Richards: Consumer compensation shake up is vital
- Thursday, 04 June 2020
- Comment
Financial Ombudsman Service data shows 1,635 new complaints were received about financial advisers in the 2019 to 2020 financial year, down a bit from 1,915 in 2018 to 2019, the PFS chief executive writes in his latest column for Financial Planning Today Magazine (July/Aug issue).
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Nicola Watts: Why you should be kind to yourself
- Tuesday, 02 June 2020
- Comment
It won’t have gone unnoticed by many Financial Planning Today readers that the week before last was Mental Health Awareness Week.
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Martin Bamford: Financial Planning calling
- Monday, 01 June 2020
- Comment
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Jacqueline Lockie: How pandemic might change clients
- Friday, 29 May 2020
- Comment
Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!
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Martin Bamford: Will the planning bubble burst?
- Tuesday, 28 April 2020
- Comment
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Claire Trott: My lockdown seminar tips
- Thursday, 23 April 2020
- Comment
In this weird world of lockdown many are working from home and having to deal with all the challenges it brings.
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Nicola Watts: Don't believe 80-year-olds can't Zoom
- Tuesday, 21 April 2020
- Comment
John Moret: We must adapt to new realities
- Friday, 03 April 2020
- Comment
The events of the last few weeks have impacted just about every aspect of everyday living – including the world of pensions.
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John Moret: Why CMCs threaten growing number of firms
- Friday, 03 April 2020
- Comment
The news announced last week that Liberty SIPP Limited had entered administration should have come as no surprise following recent determinations by the Financial Ombudsman (FoS).
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