As well as writing various pieces for the financial services press, we also write the occasional blog.
In recent years I’ve become more involved in paraplanner training, whether it’s helping our team with their personal development, or training our clients’ in-house staff. Although I’ve been paraplanning since 2005, this training has prompted me to take a...
The Financial Conduct Authority has made it clear for years now that they want us to write shorter suitability reports. But the length of the report is only part of the story, and the Consumer Duty rules place more...
I really enjoyed sitting down with my family over Christmas to watch one of our favourite films, Monty Python’s Life of Brian. There’s a classic scene in this film which always makes me think about paraplanning. My tenuous link...
October is Cyber Security Awareness Month. It doesn’t exactly roll off the tongue, does it? The concept originally launched in America in 2003, but the EU quickly followed suit and it’s now a worldwide initiative. Given the sensitive nature of...
