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May 29, 2024
Shareholders in what was then called Standard Life Aberdeen had high hopes of Stephen Bird when he joined in September 2020 after a successful career at Citigroup. But the consensus is that his tenure has been a disaster.
May 21, 2024
The coaching skills I've recently gained have been transformational.
May 21, 2024
Studies suggest women could soon control 560% of the UK's wealth. Yet, there are still big disconnects between advisers and their female clients.
May 17, 2024
Through the Advice Guidance Boundary Review, we have the opportunity to create a system that places consumer needs firmly at its heart
May 16, 2024
Many advisers do not have an effective strategy in place to actively support existing clients. The 2023 Protection Viewpoint report from the Association of Mortgage Intermediaries (Ami) found that only 48% of advisers conducted regular reviews with policyholders.
April 30, 2024
What do political parties deliver in return for donations from the financial-services industry and business more widely? At a time when the UK is preparing for a general election in a few months’ time, asking this question goes to the heart of what we might expect from a new government once it gets into office. We
April 30, 2024
As political parties jostle for position ahead of the next general election, it is inevitable the political discourse around pensions will heat up.
April 30, 2024
Watching the London Marathon a couple of weeks back, I realised there’s a close relationship between running it and saving for retirement. Tenuous? Let me try and convince you.
April 19, 2024
With stress cited by doctors as the number-one cause of illnesses, financial planners are vital in improving clients’ peace of mind
April 12, 2024
My alarm goes off at… ...the time that my daughter wakes up! I haven’t needed to use an alarm clock for a while now as she usually wakes me up anytime between 6am and 7am. I wanted to work in the mortgage industry because… ...it’s an integral part of our economy and it involves one of people’s most significant