Financial planning – Is it pointless to be too precise?

THE NOMAD PARAPLANNER VIEWPOINTS Mark Underdown, The Nomad Paraplanner 10 April 2018 LinkedIn Twitter A great deal of financial planning is related to the future. That in itself creates huge challenges as any plan we create is inevitably going to have elements of...

Defined Benefit Transfer Advice – It’s only advice

THE NOMAD PARAPLANNER VIEWPOINTS Mark Underdown, The Nomad Paraplanner 10 April 2018 LinkedIn Twitter Following the sweeping changes to pension legislation, combined with financial advisers concerns over compliance and PI cover in the area of Defined Benefit Scheme...

Simple Advice – Not quite so simple

THE NOMAD PARAPLANNER VIEWPOINTS Mark Underdown, The Nomad Paraplanner 10 April 2018 LinkedIn Twitter I’ve heard many people discuss the need for simplified advice, yet how can simple advice be appropriate without taking account of a client’s personal and financial...

The FCA. Do we still need it?

THE NOMAD PARAPLANNER VIEWPOINTS Mark Underdown, The Nomad Paraplanner 10 April 2018 LinkedIn Twitter “We have many different bodies and organizations involved in the process of providing financial advice.” I’m sure you are all wondering whether the heat...