“It’s all wrong”. This running joke at our office is based on a regularly occurring statement made by a former financial planner who would often exclaim everything was incorrect with a piece of work. When overreactions and blame are your speciality, it is easy to turn a drama into a crisis. But as I look […]
It seems the heat produced by the roll out of the new freedoms is not enough for some pension experts who have swapped mild Blighty for the tropical heat of the Caribbean. Fidelity Worldwide Investment retirement director Alan Higham and LEBC group savings and investment divisional director Glynn Jones are due to fly to Grenada […]
I have been reading the commentary and social media activity around the recent BACK2Y conference with huge interest. I should probably declare some interests here. I went to the first conference last year and would have gone again this year if not for a diary clash. I have known and respected founder Paul Armson for […]
While the mortgage advice industry is clearly now in far better shape than it was just a few years ago, when it comes to innovation I cannot help feeling it is the poor relation compared to the investment advice market. There is certainly far less competition in terms of leading edge solutions to meet consumers’ […]
The pension versus Isa debate has raged on and off for years. Les Cameron, head of technical at Prudential, asks if three’s a crowd. I think the debate was arguably settled by pensions freedom when the biggest downside of pensions – limited access and poor death benefits – was fundamentally changed. Total access, albeit with […]
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