Retirement planning

Pie Charts, Pensioners, and Planning

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“You don’t stop laughing when you grow old, you grow old when you stop laughing.” – George Bernard Shaw. I liked that quote, especially after reaching a benchmark birthday which, as expected, led to me being deluged with birthday cards. All of them (with the exception of my mother’s) poked fun at my advancing years. … Continued

Duty Calls

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The new Consumer Duty regulations take effect from July 31st this year ushering in new rules across the financial services sector. Banks, insurance companies, fund managers, advisers and planners must prove they are doing their best for their customers. Having businesses put clients first, which in my experience most do, makes perfect sense. But I … Continued