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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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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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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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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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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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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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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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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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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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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