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Blog
August 5, 2022

Why it’s depressing that we even need Consumer Duty rules (but they’re long overdue)! 

The new FCA Consumer Duty rules are designed to deliver higher standards of consumer protection.…
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Blog
May 23, 2022

Terry Hopkinson – Relationships, Results, and Reaping the Rewards!

NEED A CONFIDENCE BOOST? From time to time, we hear from planners who are stumped…
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Blog
March 25, 2022

How I learned to stop worrying and love inflation 

***Caution: this may be the most contentious blog I’ve ever written!***  Inflation hits 30 year…
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BlogCPD
September 23, 2021

Cashflow Assumptions Best Practice Guide

30 mins CPD Learning Objectives: Illustrating how to document and maintain assumptions internally Communicating key…
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Blog
December 14, 2020

Deterministic and Stochastic: the Great Modelling Face-off

Deterministic and stochastic shouldn’t be dirty words!  If deterministic and stochastic modelling were football teams,…
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Blog
August 27, 2020

Truth Talks – Warren Shute

This week Sandra chats with Warren Shute, CFP, Certified Financial Planner, and owner-director at Lexington…
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Blog
August 20, 2020

Truth Talks – Bill Bottomley

This week Bill Bottomley, one of the directors of Lifetime Financial Management in Barnsley (and…
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Blog
August 6, 2020

Truth Talks – Raj Shah

In the latest Truth Talks, Raj Shah of Blue Wealth Capital talks with Sandra about how…
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Blog
July 15, 2020

Truth Talks – 7IM

In the latest Truth Talks, we hear from 7IM’s Senior Investment Strategist, Ben Kumar, who…
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Blog
June 30, 2020

Coping with COVID – Mary Waring

We wanted to find out how our customers are coping in this unprecedented time in…
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