George Kinder: Creating powerful online client engagement

The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.


Happy New Year from Financial Planning Today!

Financial Planning Today wishes our growing audience of readers, advertisers, contributors and supporters a very Happy and Prosperous New Year in 2021.


John Moret: The next 25 years

In my two previous articles reflecting on my 50 years in the world of pensions and financial services I looked at current issues and challenges, focussing on what I saw as some of the dominant features of the financial landscape today: technology, complexity, (inconsistent) government policy, (increasing) longevity and the evolution of financial advice.

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