Nicola Watts: Why scammers threaten us all

It won’t have escaped the attention of those of us in the industry that the Financial Conduct Authority has made changes to the FCA Register, removing the name of all those in customer facing roles (except where they hold a senior management function).   

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Julie Lord: Why happy clients beat wealthy ones

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

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Julie Lord: We planners forget how fortunate we are

I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.

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Nicola Watts: Hanging up my ‘pension transfer boots’

Today we received our questionnaire from the FCA regarding actions that now need to be taken following receipt of the information we provided to them regarding defined benefit pensions.

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