Tag Archives: financial planning
Bec Wilson wants an Epic Retirement – 10.30 am today (click for details).
To join the coffee morning click here at 10.30 today (23rd Sept) This lady is helping us digest pensions on the Pension Playpen’s coffee morning on Tuesday 23rd September (Today). Click here for entry I’ve spoken to a few … Continue reading
Posted in pensions
Tagged Australia, Bec Wilson, financial planning, pension playpen, state, UK
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Aussie’s secret jewel on epic retirement – Bec TOMORROW Tuesday!
This lady is helping us digest pensions on the Pension Playpen’s coffee morning on Tuesday 23rd September (Tomorrow – Tuesday). Click here for entry I’ve spoken to a few times on the web and spent too long on her site. … Continue reading
Posted in pensions
Tagged Australia, Bec Wilson, financial planning, pension playpen, state, UK
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Bec Wilson unveils the best kept secret in retirement planning.
This lady is helping us digest pensions on the Pension Playpen’s coffee morning on Tuesday 23rd September (next Tuesday). Click here for entry I’ve spoken to a few times on the web and spent too long on her site. Next … Continue reading
Posted in pensions
Tagged Australia, Bec Wilson, financial planning, pension playpen, state, UK
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What’s app n’ ing when you’re old and potty?
I’m shocked to find that later life has become such a complicated place. I am a simple person who wants to know what’s coming in in later life and what’s going out. I work around fixed income from wages and … Continue reading
Will advisers refocus on workplace pensions?
Many advisers may regard the part they played in setting up workplace pensions prior to the Retail Distribution Review and the introduction of auto-enrolment as history. Then the adviser engaged directly with the saver , completing the onboarding and getting … Continue reading
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
Posted in advice gap, age wage
Tagged curse, curse of wealth, financial planning, Wealth, wealth management
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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 CARE, financial planning, L&G, Legal and General, long term care
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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
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 advice, Business, career, DWP, Employment, financial advice, financial planning, IFA, Jim Thomson, pension, Pension new, pension playpen, profession, regulatory costs, Thomson Grey Wealth Management, trust
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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