This is going to be a big year for pensions, particularly for pensions regulation which is at last showing some limited signs of moving forward.
I was mightily cheered this week by our story on the CII awarding Chartered Corporate Status to no less than eight Financial Planning firms.
I suspect many Financial Planners are still in two minds about the FCA’s targeted support plans which moved a step forward this week with a provisional go-live date of April.
It’s been very easy to get caught up in the economic doom and gloom recently, I’m certainly guilty of it myself, but sometimes you can’t always see the wood for trees.
A week or so after the Budget and I am still grappling with one of the most baffling and possibly vindictive moves I’ve ever seen in a Budget - the attack on pension savers using salary sacrifice.
The FCA’s latest Retail Mediation Activities Report - out this week - provides an interesting snapshot of the adviser sector. It shows a rather mixed picture but not necessarily a bad one.
This week I attended the Personal Finance Society’s 2025 National Conference in the cutting edge, and somewhat cavernous, new Maritime Halls at London’s Excel Centre in Docklands. I was impressed. It was a good conference demonstrating a great deal of confidence in the future.
This week we’ve published our latest issue of Financial Planning Today magazine and it includes a unique and fascinating review of a new generation of YouTubing Financial Planners bringing Financial Planning to the masses.
Over the past few years we’ve seen an enormous wave of M&A activity in the Financial Planning and Wealth Management sectors. It’s been largely unchecked - until now.
In just over four weeks Chancellor Rachel Reeves will set out her Budget plans and how she will tackle rising public spending and raise more revenue.
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