Should Financial Planning firms insist that staff are vaccinated before returning to face to face client meetings? It’s a question that many planners will be wrangling with but one firm has taken the lead.
Read more ...Editor’s Column: Super Sunak or Tax-raider Rishi?
- Friday, 12 February 2021
- Articles
So was he Super Sunak, saviour of the British economy, or Tax Raider Rishi, the man who launched a tax grab we’ll be paying for well into the 2030s?
Read more ...Editor’s Column: Will you still need me when I’m 64 - and sick?
- Friday, 12 February 2021
- Articles
The Beatles’ famous song ‘When I’m 64’ includes the lines “Will you still need me, will you still feed me, when I’m 64?” It’s a question many have asked but the answer, at least from a State Pension point of view, is increasingly a resounding no.
Read more ...Editor’s Comment: So is it all over for the robo-advisers?
- Friday, 01 November 2019
- Articles
I remember a few years back when I worked at another media business that we had a presentation from a senior bod about the exciting technological future awaiting the company.
Read more ...Editor’s Comment: The grim news about Generation X
- Friday, 01 November 2019
- Articles
I’ve often wondered exactly how many people regularly use an IFA and now we know - it’s about 8%, at least of the key so-called Generation X segment of the population, the important 39-54 year-olds.
Read more ...Editor’s Comment: The St James's Place juggernaut
- Friday, 01 November 2019
- Articles
The mighty St James’s Place juggernaut seems to defy negative forces as the number of advisers working for it grows and grows.
Read more ...Editor’s Comment: Pensions ignorance is unforgivable
- Friday, 01 November 2019
- Articles
For Financial Planners, working with clients over many years and helping them plan towards a better, more secure and comfortable life in retirement must be one of the most rewarding aspects of the job.
Read more ...Editor’s Comment: Goodbye to a Chancellor…and autonomy?
- Friday, 01 November 2019
- Articles
Well, that was a bit of a week, wasn’t it? Few could have guessed on Monday we would have started the week with one Chancellor and ended with another.
Read more ...Editor’s Comment: Is Vanguard the new investment ‘Aldi’?
- Friday, 01 November 2019
- Articles
I am beginning to wonder if low cost investment dynamo Vanguard is becoming the new Aldi of the investment world and what this means for the sector.
Read more ...Editor’s Comment: Fees and me
- Friday, 01 November 2019
- Articles
Debate is raging about fees and will continue to rage, I suspect, because there is simply no right or wrong answer.
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