10 reasons why you might need retirement advice
Following the Queen’s Speech, the world of pensions and retirement planning have again made the headlines. The announcements in the...
When client service is code for “actually, we don’t care that much”
The relationship between financial intermediary and client is based of course on trust and integrity. When we say we are...
Men & women are different when it comes to risk
It was interesting to read an article in the trade press this morning, which featured a comment from my Informed...
We need to talk about SIPPs
The Financial Ombudsman Service (FOS) has reported a near 50% increase in the number of complaints that they have received...
That will be 6.25%, thank you very much
There is a story being reported at the moment of a dispute between a firm and one of its consultants...
Dangers of driving to a DIY divorce
Some time ago I wrote about the Chinese woman who divorced her husband because she did not like the way...
Trust, reputation, cost and past investment returns
I joined a panel of speakers at the Morningstar Investment Conference in London on Tuesday afternoon. It was very well...
6 reasons why annuity rates are so low
At our recent Best Practice meeting (we hold them on a regular basis to update ourselves on change) I posed...
Freedom and choice in pensions
In the Budget the Chancellor announced a series of proposed changes to the tax regime for pension plans. Some of...
How to overcome this small business owner challenge
When speaking to small business owners, one challenge is often raised, something along the lines of: “At some point I...