I think we can all agree that any suggestion that in-specie pension contributions were a viable option for those who were asset rich but cash poor has now been revoked, even if the pensions tax manual (PTM) still implies that it could be possible.
It’s hard to find a silver lining in current Covid cloud but one of them may be a boost to recruiting the next generation of Financial Planners.
It's true that not all Financial Planners are keen on the free, impartial and independent guidance service, Pension Wise.
A couple of surveys we reported on this week reminded me about the epic scale of pension ignorance among the great British public.
When I was much younger, I remember writing on my CV that I had “excellent written and oral communication skills.”
Well done to all the Financial Planning firms who have been taking part in the CISI’s Financial Planning Week this week. I applaud your efforts. I just wish there were more of you.
It was with a little fear, back in July, that I read the Public Accounts Committee’s proposal that HMRC should, within 12 months, evaluate the impact of pensions tax relief.
In my last article for Financial Planning Today - My 50 year career in pensions - I reflected on my 50 years in the world of pensions and financial services and commented on what I saw as some of the dominant features.
In a sea of bad news there was a small island of cheerfulness this week, at least for the Financial Planning profession.
I was taken aback this week while watching the FCA’s virtual Annual Meeting by the strength of criticism by the FCA of Google and other search engines for failing to stem the tide of bogus financial advertising and the heartache and compensation bills that follow in its wake.
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To work from home, or not to work from home? - that is the question. It’s certainly a question many Financial Planners are wrangling with at the moment.
As inevitable as night follows day, the return to school this month is already resulting in a raft of the usual coughs and colds.
We’ve just published the latest issue of Financial Planning Today magazine, the sister publication to Financial Planning Today website. It contains some excellent features and content as ever but one poignant article in the magazine, a case study, reminded me of just how crucial Financial Planning can be.
John Moret: My 50 year career in pensions
Written by JamesOn 7 September 1970 (50 years ago today) I stepped into Sun Life’s offices at 107 Cheapside in the City of London for the first time and started out on a voyage of discovery in the world of pensions and financial services.