We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not the obvious ones.
Read more ...Editor's Comment: Simon's Chamberlain's plan was lesson to all
- Friday, 31 March 2017
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Guest Column: Businesses need better pension planning - Carty
- Friday, 31 March 2017
- Comment
Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.
Read more ...Editor's Comment: Why Financial Planning Week is worth the effort
- Friday, 31 March 2017
- Comment
The CISI's Financial Planning Week, which gets under way today, is by far the best campaign of the year in terms of encouraging consumers to learn more about the benefits of sound, long term Financial Planning in its widest sense.
Read more ...Editor: Paraplanning needs real life superhero to move it forward
- Friday, 31 March 2017
- Comment
I attended last week’s CISI / IFP Paraplanning Conference at Hinckley in Leicestershire. It was a big success and yet...something is still missing from the burgeoning Paraplanning profession and something quite big. It needs a new direction.
Read more ...Editor’s Comment: Female clients need a better deal
- Friday, 31 March 2017
- Comment
Even in these gender-fluid days I have to confess to being entirely male, as far as I know. This means that I will never truly experience what it feels like to be a women patronised by a man. I will never know what it’s like to be treated as a second class citizen by a financial adviser or mortgage broker.
Read more ...Editor’s Comment: Why the great fee debate will take off in 2018
- Friday, 31 March 2017
- Comment
There has been a growing, and somewhat contentious, debate among Financial Planners and Paraplanners recently about the fairest way to charge clients. Despite years of regulatory intervention in the advisory sector it remains a surprisingly grey area.
Read more ...Editor’s Comment: Time to protect Financial Planner status
- Friday, 31 March 2017
- Comment
The Canadians are showing the lead globally and moving closer to protecting the designation 'Financial Planner' and it's about time the UK followed this positive step to improve consumer trust in the advice profession.
Read more ...Editor’s Comment: Why planners suffer from bogus online ads
- Friday, 31 March 2017
- Comment
The news that MoneySavingExpert founder Martin Lewis is suing Facebook for seemingly allowing scam advertising to appear featuring his face and name should come as no suprise.
Read more ...Keith Churchouse: "Is our world better 5 years after RDR?"
- Friday, 31 March 2017
- Comment
It is easy to forget that it has been over five years since the implementation of the then FSA’s Retail Distribution Review, or RDR for short, and indeed since their replacement by the now FCA’s regime in April 2013. So, is our world better five years on? I think the answer is very much a ‘yes’.
Read more ...Editor's Comment: The challenge of defining a Financial Planner
- Friday, 31 March 2017
- Comment
Recently we’ve covered a spate of stories about financial advisers being arrested, sent to jail or just incurring the wrath of regulators or the police.
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