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PROD is not as scary as it sounds

I love music. I find it unsettling when I ask people what music they like and they say: “Oh, I don’t know really – I like a bit of this, and a bit of that… I’m not that bothered.” Inside, I am screaming: “How can you not get more excited about music?”

This article explains how the FCA want you to change your approach to ESG investing.

The UK’s new target to reach net zero greenhouse gas emissions by 2050 means the UK are the first major economy in the world to set such a target into law.

Working from home

Firstly, I hope you are all keeping safe and well. The community we are building with these articles is one that likes to think about things a little differently to the norm. We have operated as a 'virtual' business for around 18 years now, so have picked up a few handy tips which we are happy to share.

Platform switching

Transferring between platforms made easier When platforms came along, they felt like a utopian solution to replace the old, tied insurance products.

Lifetime Allowance & Death in Service

If you are not careful, you could help clients sleep walk into a cliché, and boy is it the naffest cliché in our industry; “Nothing is certain but death and taxes,”

Funeral blues

‘Stop all the clocks, cut off the telephone. Prevent the dog barking with a juicy bone. Silence the pianos and with muffled drum. Bring out the coffin, let the mourners come’.

A Newbie’s View of the Profession

Steffan joined us in the support team around 6 months ago. His goal is to become chartered and join the paraplanning team. Being young, and having only worked in the industry for a couple of years, we thought it would be interesting to ask him what his views of paraplanning are in the context of the wider financial planning business. A fresh set of eyes can land their focus on unexpected areas, so see if these views are beneficial to your business.

“Breaking up is hard to do” and MiFID2

The consequence of MiFID is that if you take a fee for providing a service you have to provide that service or refund the fee. Quite straightforward really and fair to the client, the rub comes when advisers and their firms work out the real cost of providing that service in a post MiFID2 world.

Retirement Planning & Residential Care

Guest Blog: Paying for a Care Home

SIPP or Personal Pension

Which is best? There's only one way to find out..

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    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant
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