There’s an ongoing debate that has left many financial planners feeling stuck between a rock and a hard place when it comes to their membership with the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS). Recent communications from the CII suggest a rather troubling message: "You’re stuck with us." But are financial planners … Continue reading CII and PFS: The Membership Dilemma for Financial Planners
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Why a Financial Planning Side-Hustle is a Win-Win for Sellers and Buyers of Exited Financial Advice Firms
For seasoned financial advisers who’ve spent years building a successful boutique advice firm, there comes a time to consider stepping back. The idea of leaving behind the pressures of the FCA-regulated world—heavy compliance, liability, and endless red tape—can be an appealing vision. After years spent advising on products, many dream of retiring from regulation, surrendering … Continue reading Why a Financial Planning Side-Hustle is a Win-Win for Sellers and Buyers of Exited Financial Advice Firms
Elevate Financial Literacy for All with MoneyFitt: A Comprehensive Financial Education Platform from AoLP
In today’s complex financial world, understanding how to manage money effectively is a critical skill that empowers individuals, families, and communities. The Academy of Life Planning (AoLP) is proud to introduce MoneyFitt—a comprehensive, accessible, and affordable financial education platform that brings valuable knowledge right to your fingertips. MoneyFitt is designed to help individuals make informed … Continue reading Elevate Financial Literacy for All with MoneyFitt: A Comprehensive Financial Education Platform from AoLP
Is Saving More the Solution to Middle Britain’s Financial Woes?
As households across Britain tighten their belts, the financial services industry has a bold suggestion to boost resilience: give them more of your money! The logic, apparently, is simple—set aside more cash for the future, even if that means sacrificing some of today's financial comfort. But while that sounds responsible on the surface, it ignores … Continue reading Is Saving More the Solution to Middle Britain’s Financial Woes?
Could Tokenising Human Capital Be the Financial Boost Graduates Need?
Imagine stepping into your future without the usual weight of student debt or the pressures of scrimping for a house deposit. What if there was a way to transform your career’s earning potential into real, tangible value today? Enter the concept of human capital tokenisation—a new approach to funding that allows you to "tokenise" a … Continue reading Could Tokenising Human Capital Be the Financial Boost Graduates Need?
Mary Magdalene: The Original GAME Plan Practitioner
Mary Magdalene, the figure often shrouded in mystery, emerges from ancient texts not just as a disciple but as a visionary. The Gospel of Mary, a powerful work attributed to her, offers a revolutionary perspective on the path to spiritual and personal growth—one that aligns remarkably with the principles of the GAME Plan, guiding individuals … Continue reading Mary Magdalene: The Original GAME Plan Practitioner
Why Holistic Wealth Planning is the Future in an Ageing Society
As we face the realities of an ageing society, the role of financial planners must evolve. It’s no longer enough to focus solely on financial capital, the traditional bedrock of most financial plans. Instead, planners are now called to become holistic wealth planners, integrating strategies that go beyond managing money to embrace the wealth we … Continue reading Why Holistic Wealth Planning is the Future in an Ageing Society
Building a Career as a Financial Planner Without Selling Products: A New Professional Development Pathway
In financial planning, many aspiring planners feel pressured to follow the well-worn path of product sales. For those looking to help clients without ever selling a product, the journey can seem daunting. However, a robust and rewarding career as a financial planner doesn’t have to involve product placement or sales; instead, it can focus entirely … Continue reading Building a Career as a Financial Planner Without Selling Products: A New Professional Development Pathway
Join the Academy of Life Planning’s ELITE Programme: Your Path to Becoming a Self-Employed Holistic Wealth Planner
Are you ready to transform your career and step into a future where you’re in control of your own financial planning practice? The Academy of Life Planning’s ELITE Programme is designed for financial coaches, advisers, and planners who are looking to become self-employed Holistic Wealth Planners. With a focus on both financial and human capital, … Continue reading Join the Academy of Life Planning’s ELITE Programme: Your Path to Becoming a Self-Employed Holistic Wealth Planner
Lessons from the US: What UK Financial Planners Must Learn to Protect Holistic Planning
The landscape of financial planning is evolving globally, and the UK’s financial intermediaries licensed by the Financial Conduct Authority (FCA) should take note of a critical precedent set in the US. The American Institute of Certified Public Accountants' (AICPA’s) victory in the United States against the Securities and Exchange Commission (SEC) has broad implications for … Continue reading Lessons from the US: What UK Financial Planners Must Learn to Protect Holistic Planning
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