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‘The bomb has already gone off’: Julie Lord on the future of pension freedoms

Prominent financial planner Julie Lord has used a speech at the Personal Finance Society’s Festival of Financial Planning to warn that, without financial education, the pension freedoms will end up hurting consumers and the advice community. Lord, who sits on the PFS’s practicioner panel and chairs Prestwood’s board, said  “the bomb has already gone off” […]

Former Axa Wealth boss Kellard joins Brewin Dolphin board

Former AXA Wealth chief executive Mike Kellard is to take up a non-executive role at Brewin Dolphin, a year after his departure  from AXA Wealth. As revealed by Money Marketing, Kellard left Axa in October a year ago as parts of the business were sold off. Deals included the acquisition of Axa’s Elevate platform by […]

How to use wills to protect your clients’ wishes

March was Free Wills Month! Free Wills Month brings together a group of well-respected charities to offer members of the public aged 55 and over the opportunity to have their simple wills written or updated free of charge by using participating solicitors in selected locations around England and Wales. Research by the Law Society* highlighted that only 64 […]

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