What will clients pay you for in 2030? Are you good at financial planning? Do you love doing it? Does the world need it? Will people pay you for it directly? If you want to be in business in 2030, that last question deserves your attention now. Perhaps your clients are wealthy delegators. They’re busy, … Continue reading What will clients pay you for in 2030?
Tag: writing
The art of making the big decisions well
By Steve Conley, founder of the Academy of Life Planning Is your planner focusing on getting the small things right while you’re getting the big things wrong? I ask because I did it myself. I got on the property ladder early. I saved to pay off my mortgage. I joined good pension schemes and bought … Continue reading The art of making the big decisions well
Academy of Life Planning: Statement of Ethical Principles
Our commitment to human agency, stewardship and responsible professional practice Our purpose The Academy of Life Planning exists to restore human agency by helping people develop the knowledge, capabilities and confidence to understand their circumstances, make informed choices and act independently. We believe that human talents, knowledge and capabilities carry responsibilities as well as opportunities. … Continue reading Academy of Life Planning: Statement of Ethical Principles
Ask My Adviser now checks targeted support suggestions
Nov 9, 2026 · @Steve Conley Better questions. Clearer answers. Decisions you own. If a firm has sent you a ready-made suggestion about your pension or your savings, Ask My Adviser can now help you check it before you act. We have added a Targeted Support Check to ask-my-adviser.app. It is free, needs no sign-up, … Continue reading Ask My Adviser now checks targeted support suggestions
Your Employer Promised You a Pension. Can It Walk Away When Things Go Wrong?
Get SAFE | Support After Financial Exploitation Why Britain needs an Employer Pension Stewardship Duty alongside Lifetime Pension Evidence Protection. A pension is part of your pay. So where does your employer's responsibility end? When you take a job, your employer may promise more than a salary. There may be a pension. It forms part … Continue reading Your Employer Promised You a Pension. Can It Walk Away When Things Go Wrong?
The Lost Pension Records Scandal: Britain’s Lifetime Pension Promises Need Lifetime Evidence
The Academy of Life Planning calls for Lifetime Pension Evidence Protection. Pension records should last as long as pension rights. By Steve Conley | Academy of Life Planning | 3 November 2026 Imagine working for forty years, contributing to your pension, and trusting that the benefits you have earned will be there when you need … Continue reading The Lost Pension Records Scandal: Britain’s Lifetime Pension Promises Need Lifetime Evidence
Why agency matters now: build the ark before the rain
By Steve Conley, Founder, Academy of Life Planning Most people do not wake up wanting financial advice. They wake up wondering whether they can afford to leave a job. Whether retirement is possible. How to help their children without putting their own future at risk. What to do when an institution they trusted lets them … Continue reading Why agency matters now: build the ark before the rain
Before You Join, Ask What It Costs to Leave
A new SJP group claim raises an uncomfortable question for the financial advice profession: do recruits understand the risks as clearly as they understand the opportunity? By Steve Conley | Academy of Life Planning | 27 October 2026 Imagine being offered a new career helping people make better financial decisions. You receive training, gain a … Continue reading Before You Join, Ask What It Costs to Leave
Three Ways Successful Total Wealth Planners Build Their Businesses Through Trust
The Secret to a Successful Financial Planning Practice? It's Who Trusts You. Why professional expertise alone doesn't generate clients — and what we've learned from the practices that are succeeding. By Steve Conley | Academy of Life Planning | 27 October 2026 You can have excellent qualifications, years of experience, sophisticated financial planning tools and … Continue reading Three Ways Successful Total Wealth Planners Build Their Businesses Through Trust
How to become an accredited Total Wealth Planner
Four pathways. One purpose: helping people take ownership of their lives and financial decisions. By Steve Conley | Academy of Life Planning People can access more financial information than ever. They can ask AI to explain a pension, organise their records or explore a planning question. What they still need is the capability to connect … Continue reading How to become an accredited Total Wealth Planner
