Martin Bamford: Financial Planning calling
- Monday, 01 June 2020
- Comment
Jacqueline Lockie: How pandemic might change clients
- Friday, 29 May 2020
- Comment
Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!
Read more ...Martin Bamford: Will the planning bubble burst?
- Tuesday, 28 April 2020
- Comment
Claire Trott: My lockdown seminar tips
- Thursday, 23 April 2020
- Comment
In this weird world of lockdown many are working from home and having to deal with all the challenges it brings.
Read more ...Nicola Watts: Don't believe 80-year-olds can't Zoom
- Tuesday, 21 April 2020
- Comment
John Moret: We must adapt to new realities
- Friday, 03 April 2020
- Comment
The events of the last few weeks have impacted just about every aspect of everyday living – including the world of pensions.
Read more ...John Moret: Why CMCs threaten growing number of firms
- Friday, 03 April 2020
- Comment
The news announced last week that Liberty SIPP Limited had entered administration should have come as no surprise following recent determinations by the Financial Ombudsman (FoS).
Read more ...John Moret: What Carey judgment means for SIPPs
- Friday, 03 April 2020
- Comment
What a difference a couple of weeks can make. In my last article I asked just what is “fair and reasonable” in the context of recent Financial Ombudsman’s (FoS) determinations relating to SIPPs and specifically referred to one recent decision involving Liberty SIPP Limited.
Read more ...John Moret: My 50 year career in pensions
- Friday, 03 April 2020
- Comment
On 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.
Read more ...Guest Column: Tax expert David Ansdell on self-employed support
- Thursday, 02 April 2020
- Comment
In one fell swoop the Chancellor has changed the rules of the game for the self-employed.
Read more ...