Since the 2008 financial crisis, regulators have held many firms to account for failings, but very few individuals. The Senior Managers & Certification Regime (SM&CR) was introduced to address this.

In a Dear CEO letter issued on 22 March to pension providers the FCA appear to imply that the role of a pension provider is now as a gatekeeper for defined benefit transfers. 

The retirement outcomes review continues to cause fun and games in the world of pensions. Particularly for those with more complex pension products.

I recently attended the “Yes She Can” launch event, hosted by The Wisdom Council. I have to say that I find many of these female-focused events put me off. I am not a fan of positive discrimination and often that is what appears to be suggested. 

I’m in the UK to launch my new book, A Golden Civilization & the Map of Mindfulness, and the London portion of a global movement of Golden Civilization Conversations (www.AGoldenCivilization.com) already in process on 5 continents. It is the purpose of both the conversations and the book to life plan civilization.

Our most read story this week is the news that the FCA is to launch a review of financial advice. Yes, just when you thought it was safe to go back in the water there’s another regulatory shark in the sea - potentially.

I often smile when I read about ‘the next big thing’ in financial services -it’s a sure sign that the so-called experts have no idea.

A new report out today suggests that 6 million people would seek financial advice if it were cheaper.

Chloe Moran recently shared her daily stresses as a Paraplanner, many of with which I could identify. I think it’s healthy to talk about these things; laying them out on the table can be a cathartic exercise resulting in positive change.

Financial Planning is a relatively unknown career path, and Paraplanning within that is even less well known.