James
George Kinder: Helping clients cope with 'Black Swans'
- Wednesday, 08 June 2022
![George Kinder, founder of Life Planning](/media/k2/items/cache/2a99a3490bc099f3162a1c27daf5500f_Generic.jpg)
As Financial Planners, we have been well trained to help our clients navigate the so-called 'black swan' events of our time. Here I want to address the life planning issues impacted by these events that might be less familiar.
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John Moret: The post-Carey risk of SIPP complaints surge
- Friday, 29 April 2022
![John Moret](/media/k2/items/cache/47fd52725b38092376fa82f30950460b_Generic.jpg)
In my last article I questioned just what is “fair and reasonable” when it comes to regulation. This was prompted by a recent FOS determination involving a complaint by a Mr T. against Rowanmoor Pensions.
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John Moret: Is FOS judgement 'fair and reasonable'?
- Monday, 31 January 2022
![John Moret](/media/k2/items/cache/5d0c9bd7aa6cebe5e896e514683025fa_Generic.jpg)
In my article for Financial Planning Today earlier in January I questioned just how “fair and reasonable” are the decisions being reached by the Financial Ombudsman Service - particularly in relation to historic events involving SIPPs and SIPP investments.
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