Wed, Sep 25, 2019
Have a Diploma in Financial Planning and have a working knowledge of the UK tax, pensions and investment landscape. You might already work in financial services, as a paraplanner, financial services administrator etc… and are looking to use your knowledge in another area of the industry. Think you fit the bill, then read on!
Tue, Sep 10, 2019
We're thrilled to announce our two-way integration with Intelliflo.
Wed, Dec 12, 2018
Did you know that retirement costs more than double what it did 30 years ago?In this light-hearted video, David Blanchett's PhD, CFA, CFP shares his thoughts on what people can do about it.
Tue, Dec 11, 2018
In this video, David Blanchett PhD, CFA, CFP poses the question, is there a retirement crisis? Meaning, will everybody run out of money?
Wed, Nov 28, 2018
In this video, David Blanchett's PhD, CFA, CFP looks at how the now famous 4% rule developed.
Tue, Nov 20, 2018
This is the first in a three-part video series featuring David Blanchett, PhD, CFA, CFP., head of retirement research at Morningstar. David sets the scene for a fascinating discussion about the ‘grand puzzle’ as he calls it. In other words, how to come up with successful withdrawal strategies for UK retirees.
Thu, Aug 30, 2018
In this second video, Justin King APFS, CFP takes a light-hearted look at how he uses the Timelineapp to show clients quickly and visually how sustainable their retirement income plan is.
Wed, Aug 22, 2018
Welcome to the first of our three-part video series on retirement income planning conversations. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client to ensure their portfolio lasts a lifetime.