As dawn broke on 17 March, we sent out the bat signal to the moneyinfo crew to implement our business continuity plan, writes Tessa Lee, MD of fintech moneyinfo.
The pandemic is impacting different sections of society in different ways. For example, a recent study by Legal & General suggested that 1.5m people plan to delay their retirement because of Covid-19 and its financial impacts.
During these unprecedented times the number of ‘vulnerable clients’ is likely to increase due to the economic impact of the Coronavirus outbreak, emotional or family issues, and a change in health.
Financial Ombudsman Service data shows 1,635 new complaints were received about financial advisers in the 2019 to 2020 financial year, down a bit from 1,915 in 2018 to 2019, the PFS chief executive writes in his latest column for Financial Planning Today Magazine (July/Aug issue).
It won’t have gone unnoticed by many Financial Planning Today readers that the week before last was Mental Health Awareness Week.
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!
In this weird world of lockdown many are working from home and having to deal with all the challenges it brings.
In some ways my “typical day” hasn’t changed significantly.