Editor's View: Are advisers and planners doing it all wrong?

The editor's Friday Night Takeaway from 4 November

Hope William-Smith
clock • 1 min read

Another week closer to the end of the year and news in financial advice and planning is showing no signs of slowing down!

Are we doing it wrong, however? This was the question posed by Institute for Financial Wellbeing founder Chris Budd this week which has quickly become PA's most-read news. Budd spoke at the Personal Finance Society's (PFS) Festival of Financial Planning 2022 this week, issuing a reminder that financial wellbeing "is not a marketing tool" and that advisers would do best to talk to clients about what makes them happy rather than pressuring them to come up with financial plans quickly. Elsewhere, the Financial Conduct Authority also used the PFS' conference to issue a warning to rogue advis...

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Hope William-Smith
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Hope William-Smith

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