“Will you still need me, will you still feed me. When I'm 64.”
The move to Strong Customer Authentication in the online financial world is a topic few are getting excited about but it will change life profoundly for most people in the UK.
Over the years I’ve reviewed countless pages of pensions related regulatory and technical consultation papers, discussion papers, green papers, white papers, policy statements etc.
It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.
Over the past 10 years I’ve seen too many governments treat pension savers, particularly middle to high earner, as tax-dodging lepers.
The retirement outcomes review continues to cause fun and games in the world of pensions. Particularly for those with more complex pension products.
I’m not good at everything. Despite my prevalence for slightly too much bravado and confidence, I’m reminded often of my limitations.
The latest Investment Association figures, covering fund sales in the second quarter, reveal some interesting movements but also highlight the blunders mainstream investors make over and over again due to the herd instinct.
I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.
As a firm, I’m delighted that my firm has this month signed up to the Women in Finance Charter, committing to supporting the progression of women into senior roles.
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Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.
We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.
This week one of our best read stories on Financial Planning Today website was about a firm based in the United Arab Emirates reportedly targeting UK clients by offering a Financial Planning / wealth management-style service.
At Financial Planning Today we receive a large number of press releases each day, sometimes 100 or more. This morning we received one about a firm recommending a fund which it described as “an attractive offering for investors.”