My news is that I am now Executive Director of The ParaHub. We are a new website for Paraplanners featuring interviews with top Financial Planning people (such as Alan Higham) and articles by me! We have big plans but have a fair bit of work to get there.
Those of you who are active on Twitter may well have noticed a fair amount of debate this weekend on how products fit in with the financial planning process. I think that it would be fair to say that in most cases the processes Paraplanners work with are set by their employers (or clients in […]
We’ve all had a while now to digest the reforms to UK pensions which will be in force from 6 April. If you are anything like me, you will have attended more than a few sessions. The purpose of this article is not to cover these areas again, but to give a few ideas to […]
We are in one of the most exciting times to be involved in financial planning. Taking pensions as an example, we have unheard of flexibilities and enormous financial planning opportunities. The risk of running out of money means that we are seeing a greater focus on lifelong financial planning – particularly using cash flow modelling. […]