Artificial intelligence, open banking, robo advice, blockchain, virtual reality – all hot topics in financial services innovation as brands try to understand how they can most effectively engage their customers, better understand their circumstances and monetise their connections using the latest technology. In the financial advice market we’ve been hearing these phrases for several years [...]
There are very few examples of financial advisers on our screens and stories. Those that we see are worlds away from the usual day-to-day of an IFA. If your sole reference is Marty Bird of Ozark, you might benefit from this article.
We take a look at the finances of three fictional heroes from the UK and discuss how financial planning could help them. While we had a lot of fun writing this article, it highlights several specialist areas of financial advice, and how versatile an adviser’s toolbox can be.
When nearing retirement we face the challenge of ensuring our funds will last. Increasing numbers of UK homeowners have been looking for alternative methods to increase their income in retirement and are turning to their property to supplement their pensions.
In recent years final salary pension schemes have been phased out by employers because people are living for longer and the uncrystallised liabilities are wreaking havoc with corporate balance sheets. Robert Blumberger explains why this is happening and sounds a cautionary note for those attracted to the idea of transferring.