Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
Read more ...Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 22 September 2023
- Articles

Editor’s Comment: Time for a stiff Scotch
- Friday, 22 September 2023
- Articles

Investors in St James’s Place can be forgiven for reaching for a stiff Scotch this evening - it’s been one hell of a day.
Read more ...Editor’s Comment: A new pot of honey for PPI firms?
- Friday, 22 September 2023
- Articles

The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.
Read more ...Editor’s Comment: The rising price of regulation
- Friday, 22 September 2023
- Articles

Regulation is expensive and getting more expensive, as most of you can attest.
Read more ...Editor’s Comment: A triumph over adversity
- Friday, 22 September 2023
- Articles

This week's Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one.
Read more ...Editor’s Comment: Fee, fi, fo, fum...
- Friday, 22 September 2023
- Articles

The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees.
Read more ...Editor’s Comment: Rise of the working pensioner
- Friday, 22 September 2023
- Articles

There is no doubt that hanging up your jacket and finally retiring to a life of blissful days and ignoring the morning alarm clock has become more difficult over the last few years.
Read more ...Editor’s Comment: Women need a fairer deal
- Friday, 24 June 2022
- Articles

There is no doubt that the Treasury-backed Women in Finance Charter campaign has been a powerful engine of change when it comes to giving women better representation in senior management roles in financial services.
Read more ...Editor’s Comment: Thank you Mr Sunak
- Friday, 24 June 2022
- Articles

The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by.
Read more ...Editor’s Comment: That Was The Week That Was
- Friday, 24 June 2022
- Articles

The BBC TV satire show That Was the Week That Was became one of the most popular TV shows in the early sixties.
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