The Top Class Wednesday Update will build you a lovely universe
Mark suggests a new exam for advice pros: universe-building, aka the skill of creating a successful financial planning proposition.
The Top Class Wednesday Update squares a circle, or circles a square
Mark on Standard Life’s new £1k fixed fee advice service and how it links with training and the advice gap.
The Top Class Wednesday Update embraces the squiggle
Mark gives his take on an epic HomeGame 5 and the beauty of squiggly careers.
The Top Class Wednesday Update says thanks for fifteen years
Mark Polson muses on the passage of time and takes a dive into the FCA’s retirement income statistics…
TCWU went back to skool
Mark talks to a class of Higher Business studies students ahead of HomeGame 5. Was there a teachable LinkedIn moment? Read on to find out…
TCWU hasn’t declined over the last three years, or has it?
Mark Polson looks at the declining number of advice firms and registered individuals – maybe the young people we have coming to HomeGame 5 will help with that…
The Top Class Wednesday update didn’t dodge the pints
Mark Polson is back for our weekly #Update directly after attending the Oasis gig in Edinburgh. Is there a link between that and pensions being brought into the IHT regime? You’ll have to read it to find out…
The Top Class Wednesday Update is out for (new) blood
Mark is chatting about PFS’s big money splash, our HomeGame 5 event and how we get fresh blood into financial planning without terrifying them with structure, maths or selling.
The Top Class Wednesday Update is an old softy really
Mark’s Updating again this week and he’s been looking at SJP’s new charging structure.
The Top Class Wednesday Update knows exactly who you are
Mark discusses the FCA’s £21m fine against Monzo and the narrative around challenger banks.
