10 Steps to Dispel Overwhelm: Integrating Life Planning into Financial Planning Member Question: There's no doubt that AoLP is leading the way in financial planning, and I’m genuinely excited to be part of it all. But here’s where I struggle: the sheer amount of information and resources can be really overwhelming for me. Maybe it’s … Continue reading 10 Steps to Dispel Overwhelm: Integrating Life Planning into Financial Planning
Category: Uncategorized
HapNav Mastery | Training and Support for Self-directed Financial Planners
Course Overview: Join the Academy of Life Planning's monthly HapNav Mastery course commencing on Wednesday, 17th July at 4:00 PM London time. This course consists of a one-hour group Zoom meeting, offering comprehensive training and support for self-directed financial planners. The sessions will be recorded and made available for free to Academy members on the … Continue reading HapNav Mastery | Training and Support for Self-directed Financial Planners
How the Academy of Life Planning Helps Firms Meet Vulnerability Regulations
In an ever-evolving financial landscape, regulatory compliance remains a top priority for firms committed to delivering exceptional service. One critical area of focus is ensuring the needs of vulnerable consumers are met. The Financial Conduct Authority (FCA) has highlighted the importance of leveraging digital services and information technology to support these individuals. The Competition and … Continue reading How the Academy of Life Planning Helps Firms Meet Vulnerability Regulations
Understanding Your Duty: CMA Regulations on Safeguarding Vulnerable Clients in Financial Planning
It's not only FCA-regulated financial planners who need to change ways of working: a guide for CMA-regulated financial planners. As financial planners operating under the oversight of the Competition and Markets Authority (CMA), it is crucial to stay informed about the regulatory requirements designed to protect vulnerable customers. Many financial planners might overlook these obligations, … Continue reading Understanding Your Duty: CMA Regulations on Safeguarding Vulnerable Clients in Financial Planning
From Deficit to Surplus: How Holistic Financial Planning Transformed Tom’s Estate
A case study comparing intermediation and holistic financial planning. Introduction In this case study, we explore the financial journey of Tom, a 40-year-old individual planning his estate until the age of 90. We'll evaluate his current financial status, project his savings and expenditures up to his retirement at 65, and extend this projection until his … Continue reading From Deficit to Surplus: How Holistic Financial Planning Transformed Tom’s Estate
Three Critical Themes of World Environment Day – June 2024
Annually, in early June, global environmental stewards come together for World Environment Day in pursuit of driving meaningful environmental change and innovation. At this year’s summit held in Saudi Arabia on 5th June, delegates focused on three critical themes: land restoration, desertification, and drought resilience – all pressing global issues. Saudi Arabia, a country best … Continue reading Three Critical Themes of World Environment Day – June 2024
Addressing Financial Vulnerability: The Latest Insights and Collaborative Strategies for Financial Professionals
Introduction Recent years have intensified financial vulnerabilities among UK citizens, as we reported 9 June 2024 in our blog "Navigating Life Planning with Vulnerable Clients: Best Practices for Life Planners". Financial advisers must stay informed and proactive to support those at risk. This article explores new findings and strategies to help financial planners address client vulnerabilities … Continue reading Addressing Financial Vulnerability: The Latest Insights and Collaborative Strategies for Financial Professionals
9 in 10 Have No Regrets at Drawdown!
Recent research suggests that "1 in 10 pension holders regret not seeking advice" at drawdown. Doesn't that mean that 9 in 10 have no regrets? Understanding the Impact of Drawdown Decisions Do people fully understand the downsides of drawdown, such as tax consequences and the increased risk of outliving their capital? How might consulting an … Continue reading 9 in 10 Have No Regrets at Drawdown!
A New Paradigm in Financial Planning: Embracing Innovation and Client Empowerment
In the world of financial planning, traditional advisers tend to view situations in a conventional manner, interpreting them as they wish. I see things differently. Do you have an old paradigm mindset when it comes to financial planning, or are you open to a new way of thinking? Here, I compare and contrast the old … Continue reading A New Paradigm in Financial Planning: Embracing Innovation and Client Empowerment
Navigating Life Planning with Vulnerable Clients: Best Practices for Life Planners
In the realm of life planning, the ability to identify and address client vulnerability is more crucial than ever. Vulnerable clients require a tailored approach to ensure their unique needs are met and their financial well-being is secured. Here’s a comprehensive guide for life planners on how to adapt your services to effectively support vulnerable … Continue reading Navigating Life Planning with Vulnerable Clients: Best Practices for Life Planners
Academy of Life Planning 