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Yes! We’re all individuals!

Oct 21, 2014 No Comments by
Avatar of Martin Bamford

One of the busiest stands at the IFP Annual Conference earlier this month wasn’t in the exhibition hall. It was just outside one of the conference rooms, attracting a regular stream of Financial Planners between sessions. Was this a product provider giving away free pens or using a pretty lady in a pretty dress to […]

Marketing Read more

We don’t need innovation

Oct 21, 2014 6 Comments by
Avatar of Phil Young

A few months back there was a big fuss made over the FCA confirming that technology could be used to deliver advice. Of course, it made sod all difference, because it was nothing new and anyone familiar with the regulations already knew this. Regardless of the repeated calls for innovation, not least from the FCA with […]

Opinion Read more

10 Questions For…

Oct 19, 2014 No Comments by
Avatar of Brett Davidson

Ruth Sturkey of The Red House Ruth Sturkey, Gareth Marr and Linda Whybrow co-founded The Red House in 2007. The Red House is a great boutique-sized planning firm with a superb client base, which I believe is a reflection of Ruth, Gareth and the team. Like all great businesses, their commitment to 100% client care influences everything […]

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This Week

Oct 17, 2014 No Comments
Avatar of The Editor

Julia Kollewe, financial reporter for The Guardian and The Observer,  lit the touch paper at the beginning of week, by asking what seemed a fair question Just how much knowledge do you need to a good financial adviser ? Many took the view that she was adviser bashing and I need say no more than […]

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Don’t Spit On Your Clients

Oct 16, 2014 2 Comments
Avatar of Phil Young

Throughout China, there are signs asking people not to spit in public. This seems absurd, because it’s so obviously an unacceptable behaviour to us it doesn’t need to be said explicitly. Rules which need to be made very explicit, in writing or through signs for example, underscore the baseline standards in a society, culture or industry. In financial services, […]

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Make An Exhibition Of Yourselves

Oct 15, 2014 9 Comments
Avatar of Chris Budd

I’ve just returned from the one industry conference I attend each year, the IFP (Institute of Financial Planning) conference at Celtic Manor. I attend this conference for several reasons. I love the social side – catching up with people I like and respect (most have both characteristics, but not always!) and who I interact with throughout […]

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The Value Of Economic Forecasts And A Lesson In IFA Bashing

Oct 15, 2014 1 Comment
Avatar of Abraham Okusanya

I read this article by Julia Kollewe, apparently a financial reporter for The Guardian and The Observer ‘Many independent financial advisers talk a good game but when you dig deeper it becomes pretty obvious that they have only a cursory understanding of economics and the markets.’ Julia made this point about QE and how it […]

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Some taxing questions about pensions

Oct 14, 2014 No Comments
Avatar of Jamie Jenkins

The uncertainty created by politics in pensions makes advice really tricky. Chris Budd wrote an excellent article on this and one which inspired me to pen a few words. Having spent time attending the party conference season, I started to jot down the consensus manifesting itself around pensions policy. I, too, chose the topical area […]

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What the future might look like…..

Oct 13, 2014 6 Comments
Avatar of George

The reality is that the majority need help and I think there is an opportunity for financial planners but they need to look long-term. In my last series of articles I suggested we need to radically re-think how we plan and view retirement for the next generation (those leaving university or school). My view is […]

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