Maximising Your Savings with the Deposit Sense Report: Empowering Savers to Break Free from Inertia In today’s fast-paced economic environment, many of us are missing out on opportunities to make our savings work harder. Recent surveys have highlighted that savers in the UK are leaving significant value on the table simply by sticking with the … Continue reading Maximising Your Savings with the Deposit Sense Report: Empowering Savers to Break Free from Inertia
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Thinking of Retiring from Regulated Advice? Here’s How to Continue Your Financial Planning Business Without the Regulatory Hassle
Are you thinking of retiring from regulated advice but would love to continue running a financial planning business? Navigating the exit from a regulated environment can feel like walking through a minefield, with layers of complexity and challenges, as many articles and experts point out. But what if there’s a way to stay in the … Continue reading Thinking of Retiring from Regulated Advice? Here’s How to Continue Your Financial Planning Business Without the Regulatory Hassle
Factoring Inheritance into Your Lifetime Cashflow Plan: The Risks and Alternatives
Many of us dream of reaching significant milestones, whether it's buying a home, starting a business, or planning that long-awaited adventure. In recent years, some have come to rely on the idea of an inheritance to help fund these major life events. But while it can be tempting to factor in an expected windfall into … Continue reading Factoring Inheritance into Your Lifetime Cashflow Plan: The Risks and Alternatives
Understanding Financial Planning: Your Guide to Non-Regulated Advice and Empowering Your Financial Future
When it comes to financial planning, it’s important to understand that not all advice is the same—especially when it comes to regulation. Financial planning that doesn't involve specific financial advice is not considered a regulated activity. This can be reassuring for those looking to seek or provide guidance on broader financial strategies without the complexity … Continue reading Understanding Financial Planning: Your Guide to Non-Regulated Advice and Empowering Your Financial Future
Why Choosing the Right Professional Body Matters for Your Financial Planning Career
Starting your career as a financial planner is an exciting yet crucial journey. You’re not just looking to build a profession; you’re embarking on a path that will influence the financial wellbeing of your clients for years to come. One of the most important early decisions you'll need to make is aligning with the right … Continue reading Why Choosing the Right Professional Body Matters for Your Financial Planning Career
Unlock the Power of AI: Transform Your Financial Planning with Our AI Masterclass
Are you ready to embrace the future of financial planning and gain a competitive edge in your practice? Our AI for Life Planners Masterclass is designed to help financial planners, paraplanners, and life planners enhance their services by integrating the latest in artificial intelligence (AI) technology. As revealed in a recent survey by Scottish Widows, … Continue reading Unlock the Power of AI: Transform Your Financial Planning with Our AI Masterclass
Why You Don’t Need Another Financial Adviser—You Need Self-Efficacy
In a world filled with financial advisers telling you what to do, it’s easy to feel overwhelmed. But here at the Academy of Life Planning, we believe that financial planning shouldn’t be about someone giving you answers. It’s about you discovering your own. We are not product sellers or advisers. We don’t push products or … Continue reading Why You Don’t Need Another Financial Adviser—You Need Self-Efficacy
Solving the Taxpayer Deficit and Mental Health Crisis with a Holistic Approach
While the government debates scrapping Winter Fuel Payments to save taxpayers £1.4 billion, a far larger issue is being ignored—the rise of mental health issues among university graduates, which is costing taxpayers over ten times that amount. The conversation has centred too long on the financial burden pensioners place on taxpayers, when what we really … Continue reading Solving the Taxpayer Deficit and Mental Health Crisis with a Holistic Approach
The Missing Piece: Why Human Capital Deserves More Attention in Financial Planning
The recent survey from JP Morgan’s Nutmeg highlights a clear trend: UK adults are focused on living longer, healthier lives, with 51% prioritising physical longevity compared to just 9% focusing on financial longevity. People are actively boosting their wellness—44% are striving for 10,000 steps a day, 30% are investing in supplements, and 16% are following … Continue reading The Missing Piece: Why Human Capital Deserves More Attention in Financial Planning
The Looming Pension Crisis – A Call for Human Capital Investment
The UK state pension is increasingly under scrutiny as a growing financial burden on the government. With the new Labour government expected to introduce measures in the October budget to address this issue, the sustainability of the current system is more uncertain than ever. One option reportedly on the table is means-testing, a proposal that … Continue reading The Looming Pension Crisis – A Call for Human Capital Investment
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