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Pension liberation – a worrying trend? 23 Aug 2013 | 03:00 pm
We are hearing that thousands of people across the UK are attempting to “liberate” their pension savings, unaware that the majority of their money could disappear in fees and taxes. Early pension mon...
Positive Psychology and Financial Planning. 16 Aug 2013 | 03:00 pm
Positive Psychology (PP) is a relatively new branch in the study of the human mind and has been referred to as the study of happiness. It differs from traditional psychology in that its’ focus is the ...
All change….AGAIN?? and not just for Financial Advisers. 9 Aug 2013 | 03:00 pm
In writing this blog and thinking about the tips I could share on handling what seems to be forever changing legislation for IFAs, I realised that the reactions to the changes, mirror the reactions to...
Punching Above Your Weight – applies to IFA’s? 2 Aug 2013 | 03:00 pm
Big companies have a track record for clinching the big deals. They have a strong selling proposition, they are seen as the safe bet and as having a huge network from which they can draw a team of pe...
Summer holiday – an IFA break or business building? 26 Jul 2013 | 03:00 pm
Here we are, its summer holiday time. That time when schools are out and offices quiet. If you go to a workplace there are likely fewer people there and fewer cars are on the roads, and if you’re not...
Significant pension concerns for, potentially, millions of people! 19 Jul 2013 | 03:00 pm
I have been seeing a lot of words over recent times around Auto-Enrolment (AE). Basically, workplace pensions law has changed such that every employer in the UK will be required to help more of their ...
The Heart of Financial advice? 12 Jul 2013 | 03:00 pm
In the last 6 months I’ve come across what I think is a new trend. Whether it is a result of the financial crisis or a new breed of financial adviser finding their voice, it would seem to be a welcome...
What makes you a “different” IFA? 5 Jul 2013 | 03:00 pm
How many IFAs are there in the UK? 1000, 2000, 3000, not sure, well let’s just say there are a lot. Not as many as there were before the regulations came into force, but still enough to go round. An...
Are you a gambler? 28 Jun 2013 | 03:00 pm
……. taking a chance on the future of your children? As a parent you probably want to provide the very best for your children and give them a safe and secure future. We all know the cost of bringing u...
Monday blues in Financial Services is declining. 21 Jun 2013 | 03:00 pm
Stop Press: Monday blues in Financial Services is declining Well, probably, it does not feel that way to you? Perhaps you are stuck in rut at work or you have been “redeployed” out of the financial se...
