Ros Altmann and her critics

Apr 23, 2015 1 Comment by
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If the Conservatives win the general election then Ros Altmann will become a Tory peer and consumer protection minister in the next Government. She will conduct a review of financial fairness for consumer including looking at pension charge caps, improved rights for older mortgage borrowers, competition and extending PensionWise beyond retirement. It raises two key […]

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10 Questions for Ron Walker

Apr 21, 2015 No Comments by
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Ron Walker of Clarion Wealth Planning In this week’s installment of our ’10 Questions for…’ series, we feature Ron Walker from Clarion Wealth Planning in Knutsford. I first met Ron and his co-director Steven Walker (no relation), a little over 12 months ago. Ron’s one of those guys who, the more you find out about him, the more […]

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Take good care when employing 3rd party consultants

Apr 20, 2015 No Comments by
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Take good care when employing 3rd party consultants When working with adviser and planner firms or private banks and wealth managers we like to understand their requirements and ensure that all stakeholders’ needs are factored into the consultancy engagement. It has come to our attention that some business development services offered, particularly around customer engagement […]

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To rent or buy that is the question

Apr 19, 2015 No Comments
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The solution to the shortage in housing is to build more houses, and make it easier for people to get on the property ladder. However, our opinion is that this theory is flawed and they need to rethink In many countries renting a property is the norm. However, in the UK it is a given […]

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Ros Altman New Conservative Party Minister

Apr 17, 2015 No Comments
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We’ve just heard that Ros Altmann is to be a Conservative Party Minister. If the Conservative Party win the election then she’ll become a Tory peer and minister with responsibility for financial education & consumer protection.

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Simple Advice – Not quite so Simple

Apr 16, 2015 1 Comment
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I’ve heard many people discuss the need for simplified advice, yet how can the advice be appropriate without taking account of a client’s personal and financial situation, their tax status and the options available to them etc., in essence, without providing the prevailing advice standards? I understand the need for people to obtain financial advice […]

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The Mentor And Mentee

Apr 15, 2015 No Comments
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Grow Yourself, Grow Your Business A while back, I had breakfast with Barry Horner and I asked him his best tip for any aspiring business owner. His response? The fastest way to accelerate your own learning and growth was to be both a mentor and mentee. It’s a given in business that it makes sense […]

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Pension “Sweet Freedom”

Apr 14, 2015 No Comments
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Much of what has been written on The Adviser Lounge about the new pension rules has poured scorn on them. Here’s my attempt to redress the balance a little with a positive experience and story. I am asked often to assist family lawyers in various types of DR and towards the back end of last […]

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How to fail an exam in 5 steps

Apr 14, 2015 4 Comments
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Step 1 Purchase the relevant study text, sign for the delivery and shove it in your wardrobe unopened. Promptly forget all about it. Weeks later, notice the exam date is looming, fetch the study text from your wardrobe, wipe off the layer of dust and open the package. Step 2 Sit down at your desk […]

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