The latest edition of Financial Planning Today Magazine has just been published and includes lots of exclusive insights and analysis, including a Cover Feature on how Financial Planning professionals are increasingly targeting the wealth management sector. Other key features in the UK’s premier publication for fee-based Financial Planners and Paraplanners include: • How to Sell a Financial Planning business […]
Good morning. I’ve written before about the remarkable acceleration of digital transformation that’s taken place during the pandemic. Accenture CEO Julie Sweet put some meat on those bones for me yesterday. Sweet reminded me that when we talked in January, she had said the 2020s would be the “decade of delivery on the promise of technology.” […]
Only 4% of pension savers would opt out of free pension guidance if they were ‘auto-enrolled.’ According to research for Just Group only 4% of 45 to 54-year-olds said they would opt out of a pre-booked guidance session. Just believes take-up of the government-backed free impartial Pension Wise guidance service would rise “sharply” if sessions […]
