Having just attended an excellent two day SIFA conference, there was a clear confidence in the air amongst the financial and legal delegates that good times are ahead.  With any industry professionalisation there has been ducking and diving and head in the sand mentality such as the overreliance on past practices such as ‘Commission style’...

We enjoyed an interesting debate on twitter recently, with our spring symposium covering the new pension freedom rules (Click on the picture for the video) comes the opportunity for pension investors to cash in and allegedly buy a Lamborghini, well given the state of pension savings in the UK maybe a front wheel. The twitter...

Last week I had the pleasure to meet Bill Whittemore Branch Manager for Handelsbanken St Albans. Who? I hear you ask.. Handelsbanken is a local relationship bank, originating in Sweden, having formed in 1871. They have developed a unique blend of personalised banking services in 25 countries across the globe, with 192 branches now in...

With the new pension rules imminent, Our 12th March Spring Symposium held at the Institute of Directors Pall Mall London covered key issues clients face with the radical changes to pension schemes next month. The fact we focused on pension investors needs was unique. A plethora of industry events just tended to focus on industry...

Behavioural economics comes into it’s own when we see the effects of how a financial product is framed to the consumer. Why do you think life insurance is framed as life cover when it should be called death insurance or cover? This is all the more pertinent when we come to the new pension rules....