“We’re building a profession,” they say. But are we still just dressing up distribution in a new robe?” This week, the Personal Finance Society (PFS), under the influence of its parent body the Chartered Insurance Institute (CII), announced a £1 million initiative to recruit “new blood” into financial planning. They’ve called it Pathway to the … Continue reading Pisces or Aquarius? The PFS Spends £1 Million—But Whose Future Are They Funding?
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Future-Proof Your Practice: Serve the Empowered Generation Without the Red Tape
As the financial landscape evolves, one truth becomes increasingly clear: we are moving from a generation of wealthy delegators to an new age of empowered decision-makers. Tomorrow's clients don’t just want to be told what to do with their money—they want to be educated, empowered, and guided holistically. For regulated financial planning firms, this shift … Continue reading Future-Proof Your Practice: Serve the Empowered Generation Without the Red Tape
🌍 The GAME Plan Goes Global: Now Available in Spanish
At the Academy of Life Planning, we believe that life planning is a universal right—not a luxury. That’s why we’re proud to announce a major milestone in our global mission. 🎉 The GAME Plan training course is now available in Spanish! As part of our commitment to building a truly collaborative, international community of life … Continue reading 🌍 The GAME Plan Goes Global: Now Available in Spanish
Discovering Our Talents: Turning Adversity into Purpose through the GAME Plan
In the Academy of Life Planning’s GAME Plan—Goals, Actions, Means, Execution—the Talents session plays a pivotal role in the “Goals” stage. It follows the Personal Values Assessment, where individuals explore “Who I Am.” In Talents we explore, “Why I’m Here.” Together, these form the cornerstone of authentic living and purposeful planning. The Talents session answers … Continue reading Discovering Our Talents: Turning Adversity into Purpose through the GAME Plan
£10,000 for a Coffee and Cake? The FCA’s Advice Review is a Farce
So, it turns out that grabbing a coffee and a slice of chocolate cake counts as an "advice review"—at least according to the FCA’s interim executive director of markets, Simon Walls. Yes, you read that right. That £10,000 ongoing adviser charge? As long as an adviser could show that some kind of review took place—no … Continue reading £10,000 for a Coffee and Cake? The FCA’s Advice Review is a Farce
Rebirth at Sixty: The Cultural Significance of Kanreki (還暦) in Japanese Tradition
Kanreki is a traditional Japanese celebration that marks a person's 60th birthday. This significant milestone is based on the ancient East Asian sexagenary cycle, which completes a full cycle every 60 years, meaning that a person who reaches the age of 60 has completed one full cycle of the zodiac calendar. The term "Kanreki" literally … Continue reading Rebirth at Sixty: The Cultural Significance of Kanreki (還暦) in Japanese Tradition
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