One of my clients died on Saturday. She died peacefully at home, surrounded by family and loved ones. It was, as far as these things can be, a ‘good death’.
Recently we’ve covered a spate of stories about financial advisers being arrested, sent to jail or just incurring the wrath of regulators or the police.
Chloe Moran: The true value of CPD
Written by James
What is CPD? According to the Personal Finance Society: “Continuing Professional Development (CPD) is activity undertaken to ensure members' skills and knowledge are up-to-date.”
Here we are again looking at the annual review from the Financial Ombudsman Service of complaints they have received and dealt with in 2017-18.
Towards the end of last year I was invited to sit as part of a panel at a conference - a discussion on defined benefit pensions.
Where would you like to live when you grow older? There’s a lot to consider. Will your home be manageable as you become older and perhaps less mobile?
It is easy to forget that it has been over five years since the implementation of the then FSA’s Retail Distribution Review, or RDR for short, and indeed since their replacement by the now FCA’s regime in April 2013. So, is our world better five years on? I think the answer is very much a ‘yes’.
In the final report of its inquiry into pension freedom and choice, the Work and Pensions Committee calls for a simple package of measures to create better informed, more engaged pensions savers – and offer a default decumulation pathway to protect the less engaged.
The news that MoneySavingExpert founder Martin Lewis is suing Facebook for seemingly allowing scam advertising to appear featuring his face and name should come as no suprise.
It’s so lovely to see the sun finally return, which must mean that it’s nearly summer!
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When I was growing up, my parents often told me: “It’s not what you know, it’s who you know”.
Although still in the early stages of my career, the people I have worked with, or met in the industry have been central to my development.
There isn’t anything wrong with a defined benefit transfer for the right person at the right time for the right reasons, but it is a complex decision. So rightly, I believe, there is the advice requirement but this can cause issues for those that can’t afford to pay for advice.
The Canadians are showing the lead globally and moving closer to protecting the designation 'Financial Planner' and it's about time the UK followed this positive step to improve consumer trust in the advice profession.
Kinder: Why I’m a huge fan of robo-advice
Written by James
We asked George Kinder, the founder of the global Life Planning movement, for his views on key topics facing planners and his thoughts on the challenges ahead: