You know your growing old when you find yourself telling the shop assistant that you only want a phone to make calls with.

I read this little article recently and thought you might find it interesting. You’ve probably heard of the Ford Mustang, but what about the sorry tale of the Ford Edsel? The Edsel was originally intended to be Ford’s flagship product in the late 1950s, but it ended up an unprecedented flop and was widely cited […]

An interesting aside to the GDPR coming into force at the end of this month means that Advisers such as myself won’t be expected to delete client information under incoming right to erasure rules, if it is subject to a record-keeping requirement set by the Financial Conduct Authority (FCA). [If you are unaware of what […]

OK to let a fool kiss you, but not OK to let a kiss fool you.    

Bravo for the ABI. Thousands of changes have been made by pension providers to the documents they give consumer materials, after a two-year industry initiative to make pensions language simpler, clearer and more consistent comes to an end. The Association of British Insurers (ABI), which lead the initiative, said these “improvements will make it easier […]

In my Job as a Financial Adviser, I try to communicate and demonstrate, and if by doing so effectively, I can educate my client in my one-to-one client interactions.  And that is important because as people move from the world of work to one of retirement, financial planning can be genuinely life changing. However, recent research […]