Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.

I have just been giving a presentation on intergenerational planning in using SIPPs and SSAS and as ever I am in awe of what can be achieved using a pension these days.

You would think that after 6 years the Paraplanners Powwow format would be getting tired. You would be wrong.

Following on from my last article, it appears, that the Treasury select committee may not (and I can’t understand why they wouldn’t) have read my latest article – a simple request to stop messing with pensions and long term savings. Following the publication of the household finances report at the end of July, are we set for another raft of changes?

In January 2017 I set myself a target that I would only be working a four day week and that I would be having the school holidays off. We work so hard to help our clients achieve their goals – this was one for me, time for myself every week and time with my girls during the holidays.

This last month, I’ve been reminded how great a community we have in Financial Planning.

At first glance, how the Financial Conduct Authority intends to improve retirement outcomes for non-advised consumers may appear of little relevance to advisers. 

The launch of a new Financial Planning firm, Schroders Personal Wealth (SPW), is exciting news and I believe new entrants to the financial advice market must be welcomed not feared, writes Simon Goldthorpe of Beaufort Group.

The client should be at the forefront of everything we do in the financial planning profession. Along with the members of my team, it’s our clients who make our business. Without them, we simply wouldn’t have a business.

I’ve never been a particularly big fan of events for Financial Planners and I'm not alone on this.