Weekly Round-Up – Friday 28th July 2016
Here are some of the things that we covered at Informed Choice this week.
On the blog this week
Only one in ten women in the UK are on track to save for the retirement income they want. Why are women failing to close the retirement savings gap?
We are currently undergoing a major technology upgrade at Informed Choice. Using this digital wealth management and financial planning software will streamline a lot of what we do at Informed Choice, giving us more time to bring real value to our clients through bespoke planning, coaching and education.
Are equity portfolios ever suitable for elderly clients? A recent ruling by the Financial Ombudsman Service decided an advice firm should not have been recommended any investment to a 70 year old investor.
The latest podcast episodes
Pensions have become increasingly political in recent years. In our podcast interview this week, Martin speaks to former pensions minister Steve Webb.
We reached the podcasting milestone of 100 episodes this week, celebrating with a live broadcast co-hosted by Martin and Nick.
Before you go
We are pleased to sponsor an outdoor performance of Much Ado About Nothing next Friday evening on the Vicarage Lawn, St Nicolas Church, Cranleigh. Tickets are still available from Cranleigh Arts Centre.