Each year, Financial Planning Week aims to raise the profile of the profession and its standards. The Chartered Institute for Securities and Investment (CISI) event is designed to encourage individuals…

As a Pension on Divorce Expert (PODE) we’re perfectly placed to assist your divorcing clients when it comes to sharing pension assets. Indeed, you may have recently read our three-part…

Your clients will often have complex needs. Whether they are a business owner, are managing an inheritance, or going through a divorce they will have individual and specific financial issues…

In recent months you may have read our series about pensions and divorce: Part 1: Before the decree absolute Part 2: After the decree absolute – what’s next? In this…

Welcome to the second article in our series focusing on pension sharing implementation. The first article touched on considerations that needed to be made prior to the pension sharing annex…

Many of you will know BlueSKY from the work that we do for your clients – either in the preparation of pension sharing reports or acting as shadow experts. As…

Maintaining a high level of service over the last year has been a challenge. You’ve probably had to adapt to new ways of working, embracing video meetings and, perhaps, a…

For many of your clients, 2020 was a year to forget. Many of them may have spent the year struggling to keep their business afloat, while potentially home-schooling children and…

It’s no exaggeration to say that 2020 has been one of the strangest years that you and your clients will have lived through. Your liberties have been curtailed for months…