Changing retirement planning landscape
One of the presentations I attended at the Institute of Financial Planning (IFP) annual conference this week was delivered by...
Good morning from a wet & windy Celtic Manor
I’ve woken up this morning in a rather wet and windy South Wales, in a hotel room at the Celtic...
A bad quarter for investment markets
Global investment markets have experienced their worst quarter of performance in four years. At the end of September, stock markets...
Everything you wanted to know about auto enrolment
As (hopefully) all employers will be acutely aware, the law on workplace pensions has changed. Every employer with at least...
We need to reform the pension system
A friend of mine who is also a financial adviser recently posted on Facebook about his study for a new...
Clueless about budgeting
When it comes to your Financial Planning, budgeting is an essential foundation for success. Without effective budgeting, you risk spending...
Why are IFAs recommending multi-asset funds?
I was invited by BrightTALK to take part in their Multi-Asset Summit today, presenting a live webinar this morning about...
Time to review your National Savings cash ISA?
It could be time to review your National Savings cash ISA, after NS&I announced a cut to their interests rates...
Private school fees rise, again
It’s September and the children are back to school. For parents who have chosen private education for their offspring, paying...
Reducing loneliness & social isolation in older people
A new report from the International Longevity Centre (ILC-UK) has concluded that residential housing with flexible care provision can have...