During a recent Town Hall meeting, I was asked about my motivation for writing. Is it a meticulously planned process, or do spur-of-the-moment inspirations guide me? My response was straightforward: inspiration often strikes in the heat of emotion, revealing profound lessons and insights. It's these strong emotions that lead me to explore deeper, seeking the … Continue reading Redefining Learning at the Academy: A Call to Mastery
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The Perilous Path of Personal Investment Firms: Navigating a Minefield of Liabilities
In an environment where the allure of the financial services sector continues to draw ambitious players, the recent proposals by the Financial Conduct Authority (FCA) cast a long shadow over the viability and attractiveness of operating as a Personal Investment Firm (PIF). This article explores the daunting challenges and potential liabilities that come part and … Continue reading The Perilous Path of Personal Investment Firms: Navigating a Minefield of Liabilities
The Dawn of the Non-Intermediating Financial Concierge: Revolutionising the Advisor-Client Relationship
In an era where the pace of change is incessant, the financial advisory landscape is on the cusp of a transformative shift. Traditional models, primarily focused on managing portfolios and regulated investments, are making way for a holistic approach that treats clients as the focal point, rather than their financial assets. The adviser of tomorrow … Continue reading The Dawn of the Non-Intermediating Financial Concierge: Revolutionising the Advisor-Client Relationship
Cultivating Purpose and Spiritual Wellbeing in Global Wellness Initiatives
In the evolving narrative of corporate wellness, the emphasis on spiritual well-being has emerged as a critical element, reflecting a deep-seated cultural value shared across diverse global communities. A McKinsey survey revealing the high importance placed on spiritual well-being by global respondents underscores this shift towards integrating purpose and service to others within wellness programmes. … Continue reading Cultivating Purpose and Spiritual Wellbeing in Global Wellness Initiatives
Embracing a Decumulation Mindset for Retirement: Insights from the FCA’s Latest Review
In the labyrinth of financial planning, retirement income stands out as a critical puzzle piece for a secure and fulfilling later life. The Financial Conduct Authority (FCA)’s recent thematic review sheds light on the retirement income advice landscape, offering a dichotomy of practices and setting a course for enhanced advisory standards. This article unpacks the … Continue reading Embracing a Decumulation Mindset for Retirement: Insights from the FCA’s Latest Review
Bridging Worlds: The Integration of Empirical Pragmatism and Holistic Inquiry in the Realm of Human Development and Financial Planning
Embarking on the profound journey of ascending in soul consciousness is a path that not only demands immense bravery but also an unwavering commitment to traversing the often tumultuous waters of personal growth and societal criticism. This article aims to offer a beacon of support and encouragement to those who, by choosing to elevate their … Continue reading Bridging Worlds: The Integration of Empirical Pragmatism and Holistic Inquiry in the Realm of Human Development and Financial Planning
The Empirical Evidence of Spiritual Well-being: A Cornerstone for Holistic Financial Planning
In an era where financial planning often focuses on numbers and tangible outcomes, the Academy of Life Planning champions a broader perspective. We advocate for the integration of spiritual well-being into financial planning, a stance supported by a wealth of empirical research. This approach recognises that true prosperity encompasses not just financial security but also … Continue reading The Empirical Evidence of Spiritual Well-being: A Cornerstone for Holistic Financial Planning
Navigating Life’s Financial Valleys: A Call for Holistic Financial Planning
In an era where ageism subtly yet significantly influences career opportunities, many find themselves facing unexpected financial valleys as they age. The story of Isaac Mockton in Metro News, a highly skilled professional who found his age to be a barrier in the job market, serves as a compelling case study on this issue. Despite … Continue reading Navigating Life’s Financial Valleys: A Call for Holistic Financial Planning
The Transparency Deficit: Scrutinising St James’s Place’s Client Review Practices
Recent investigations into St James's Place (SJP), the UK's largest wealth management firm, reported in the Telegraph this weekend, have cast a revealing light on practices that may significantly undermine the trust and integrity foundational to the financial planning industry. Central to these concerns are what appears to be evidence of manufactured reviews and the … Continue reading The Transparency Deficit: Scrutinising St James’s Place’s Client Review Practices
Redefining Financial Planning: A Deeper Dive Beyond Mere Product Sales
For too long, the concept of financial planning has been confined within the narrow corridors of product sales, perpetuated by insurance salesmen, banking hall advisers, and independent product intermediaries. This limited perception has overshadowed the comprehensive and multifaceted nature of financial planning, a discipline that business coaches and accountants have refined over centuries. It's time … Continue reading Redefining Financial Planning: A Deeper Dive Beyond Mere Product Sales
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