The Waspi campaigners have certainly stung a few backsides at the DWP this week and I can’t help but admiring their pluck. This doesn’t necessarily mean I agree with the entirety of the argument but it is worth exploring why they are so determined and why they need to be listened to.
Read more ...Editor’s Comment: What clients really want
- Friday, 22 September 2023
- Articles
It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.
Read more ...Editor’s Comment: Riders on the storm
- Friday, 22 September 2023
- Articles
I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.
Read more ...Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 22 September 2023
- Articles
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
Read more ...Editor’s Comment: Time for a stiff Scotch
- Friday, 22 September 2023
- Articles
Investors in St James’s Place can be forgiven for reaching for a stiff Scotch this evening - it’s been one hell of a day.
Read more ...Editor’s Comment: A new pot of honey for PPI firms?
- Friday, 22 September 2023
- Articles
The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.
Read more ...Editor’s Comment: The rising price of regulation
- Friday, 22 September 2023
- Articles
Regulation is expensive and getting more expensive, as most of you can attest.
Read more ...Editor’s Comment: A triumph over adversity
- Friday, 22 September 2023
- Articles
This week's Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one.
Read more ...Editor’s Comment: Fee, fi, fo, fum...
- Friday, 22 September 2023
- Articles
The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees.
Read more ...Editor’s Comment: Rise of the working pensioner
- Friday, 22 September 2023
- Articles
There is no doubt that hanging up your jacket and finally retiring to a life of blissful days and ignoring the morning alarm clock has become more difficult over the last few years.
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