Tag Archives: financial planning

The curse of wealth (and the pleasure from income)

The purpose of money is to pay for things that are needed. The definition of need varies but the link with liability is strong. For most people , the fear of not being able to pay for things we need … Continue reading

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Why planning for “care” is everyone’s business

Whether we are carers or ‘cared for’, we are likely to be involved in caring in the future. Of course the pandemic has highlighted the under-funding of residential care homes and the lack of support given to many home carers, … Continue reading

Posted in advice gap, Change, pensions | Tagged , , , , | 2 Comments

Financial Planning – a minority sport.

    “Financial planning is a minority sport for the wealthy” – @henryhtapper @NESTInsight pic.twitter.com/HVS0EMlWHt — Talya Misiri (@Talya_PA) July 5, 2017 It was fun debating with Debate Mate and Tom McPhail – who is great mate! A sense of … Continue reading

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Can IFAs create their own profession?

James Walker  has published BWD’s assessment of the prospects for firms offering financial advice as their core product. He paints a picture of rising regulatory costs and sluggish growth prospects preventing IFA practices from employing the young blood to refresh it. Last … Continue reading

Posted in advice gap, FCA, Financial Conduct Authority, First Actuarial, Personality | Tagged , , , , , , , , , , , , , , , | 3 Comments

It’s only human nature after all!

  It’s natural for us to crave money but we are not natural money saving experts. Debate has raged on this blog and on the Pension Play Pen group pages as to whether Pensions Wise is doomed along with the … Continue reading

Posted in Financial Education, First Actuarial, Pension Freedoms, pension playpen, pensions | Tagged , , , , , , , , | 4 Comments