Running your own business is both exciting and demanding. As a solopreneur, you wear many hats, juggling everything from strategy to execution. But amid the hustle, have you taken the time to dig deep and ask yourself: Who am I? Why am I doing this? These aren’t just abstract questions; they’re foundational to your success, … Continue reading Lessons We Can Learn from Business Coaches for Solopreneurs: Know Your “Who” and “Why” When Planning Your Financial Future
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The Paradigm Shift in Financial Planning: Why It Matters
The financial planning industry is undergoing a profound transformation. For decades, the dominant model has been centred around product intermediation, where financial planners act as sellers, earning commissions or fees on the products they sell. But times are changing. We are now stepping into a new paradigm — one that prioritises holistic financial planning, where … Continue reading The Paradigm Shift in Financial Planning: Why It Matters
The Journey of Human Psychological Development: From Ego to Soul
Life is a journey of growth, discovery, and transformation. At its heart, it’s a psychological and spiritual evolution that we all navigate in our own way and time. Along this path, we encounter phases where we’re shaped by our needs, our communities, and our growing awareness of who we truly are. But breaking free from … Continue reading The Journey of Human Psychological Development: From Ego to Soul
The Hidden Tax Raid on Pensions: What You Need to Know
Recent changes to inheritance tax (IHT) rules on unused pension funds have created a quiet storm, but the impact could be catastrophic for many pensioners. From 2027, unused defined contribution (DC) pension funds inherited after the age of 75 will no longer be exempt from IHT. This has profound implications for retirees and their families, … Continue reading The Hidden Tax Raid on Pensions: What You Need to Know
Unlocking Economic Potential: The Role of Human Capital
When we think about the foundations of economic growth and societal well-being, one key factor often rises to the top: people. Specifically, the skills, knowledge, and capacities they bring to the table—known as human capital. For financial planners and policymakers alike, understanding and investing in human capital is not just an academic exercise; it’s a … Continue reading Unlocking Economic Potential: The Role of Human Capital
Breaking Free from the Illusion: A Journey to Authentic Living
Many people today find themselves caught in the system—a vast framework of cultural norms, societal expectations, and inherited beliefs that shape how we see the world. For some, this system offers comfort and stability. For others, it feels like a trap, keeping them from living authentically or fulfilling their true potential. It’s important to understand … Continue reading Breaking Free from the Illusion: A Journey to Authentic Living
The Next Plot Twist: Transforming Your Career as a Holistic Financial Planner
Imagine this: owning a financial planning firm where you do what you love every day—helping people solve life’s problems and live their best lives. A practice free from the hassle, constraints, or high costs of running a regulated product intermediation business. You focus solely on what truly matters: making a difference in people’s lives. That … Continue reading The Next Plot Twist: Transforming Your Career as a Holistic Financial Planner
The Importance of Qualifications and Professional Body Membership in Life Planning
In a world increasingly dominated by self-proclaimed experts and burgeoning industries promising to guide us through every facet of our lives, it has never been more important to question the credentials and affiliations of those offering their services. Life planning, at its core, deals with the deeply personal intersection of finance, purpose, and well-being. To … Continue reading The Importance of Qualifications and Professional Body Membership in Life Planning
Have We Forgotten the Lessons of the Past? Financial Deregulation and the Looming Risks
History has a way of repeating itself, particularly when it comes to the world of finance. Developed economies, like the UK and the US, often ride the wave of a boom, only to come crashing down in a predictable bust. Time and again, we’ve seen the pendulum swing between growth and crisis—a cycle fuelled by … Continue reading Have We Forgotten the Lessons of the Past? Financial Deregulation and the Looming Risks
Breaking the Cycle: Supporting Gen Z Workers to Combat Rising Workplace Stress
As workplaces strive to adapt to the needs of a diverse workforce, a concerning trend has emerged: younger employees, particularly those in Gen Z, are taking more time off due to stress and mental health challenges. A recent report by Mental Health UK underscores the growing divide between organisational cultures and the expectations of these … Continue reading Breaking the Cycle: Supporting Gen Z Workers to Combat Rising Workplace Stress
Academy of Life Planning 