If you want my contemporary take on the designations, I think both CFP and Chartered are impressive as far as they go. With great respect for each, my personal preference is toward the CFP with its dedication to actual planning and its more holistic approach.
Read more ...Kinder: Why I’m a huge fan of robo-advice
- Tuesday, 16 May 2017
- Comment
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:
Read more ...Bamford: Treasury must make polluter pay FSCS bill
- Wednesday, 03 May 2017
- Comment
Five years ago today, I launched an online petition calling for fairer funding of the FSCS.
Read more ...Bamford: Planners must be open to learning new skills
- Wednesday, 03 May 2017
- Comment
When I first became a Financial Planner in 2002, professional development was fairly straightforward. I would pick the most interesting sounding product provider seminars, turn up at a couple of these each month, and that would be enough to satisfy my continuing professional development needs. How things have changed.
Read more ...Claire Trott: Why I fear pensions turmoil, whoever wins
- Monday, 24 April 2017
- Comment
A general election makes my blood run cold, but a snap general election makes me just want to hide under my desk until the fall out has settled.
Read more ...Claire Trott: SSAS looks like it will be caught in regulatory trap
- Monday, 24 April 2017
- Comment
Pensions are at the mercy of many areas of legislation and the unintended consequences of this seems to be hitting areas of pensions more and more and things get even more complicated.
Read more ...Starting an advice firm from scratch: How would you change?
- Thursday, 20 April 2017
- Comment
Have you ever thought about how your firm would look if you started again now from scratch?
Read more ...Editor's Comment: Simon's Chamberlain's plan was lesson to all
- Friday, 31 March 2017
- Comment
We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not the obvious ones.
Read more ...Guest Column: Businesses need better pension planning - Carty
- Friday, 31 March 2017
- Comment
Two years on from the introduction of Pension Freedoms, a new report finds many SME owners have unrealistic expectations of how much their pensions and businesses will contribute to their retirement, writes Clifton Asset Management’s Anthony Carty.
Read more ...Editor's Comment: Why Financial Planning Week is worth the effort
- Friday, 31 March 2017
- Comment
The CISI's Financial Planning Week, which gets under way today, is by far the best campaign of the year in terms of encouraging consumers to learn more about the benefits of sound, long term Financial Planning in its widest sense.
Read more ...