The power of CFP: How it’s helped me

Plan Works’ Siân Davies Cole talks about her path to gaining the CFP certification, and the difference it’s made.
The Top Class Wednesday Update doesn’t do emotional outflows

In a January marked by redundancies, distribution challenge, margin squeeze and general tetchiness, Mark reflects on the state of the platform market.
The Top Class Wednesday Update is also fantastically complex

Mark has pensions on his mind, from Pensions Minister Paul Maynard speaking at our 8 February event to Origo’s latest pension transfer index.
The Top Class Wednesday Update helps you win pub quizzes

Is 2024 going to be the year we make significant progress on resolving the existential pain of letters of authority? Mark’s not convinced.
What is the true value of advice?

We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
The Top Class Wednesday Update has no truck with dry anything

In which Mark considers Intelligent Money’s decision to reverse its SIPP pricing change and what price pressure means for the year ahead.
The lang cat’s albums of 2023

The annual roundup literally no-one has been waiting for. Here are Mark’s – and no-one else’s – ten best records of the year.
The Top Class Wednesday Update wishes you all the things

The last Top Class Wednesday Update for 2023 in which Mark highlights the three themes he thinks we’ll be talking about for most of 2024.
The Top Class Wednesday Update has literally never dipped

Mark’s updating this week and looking at cash balances on platforms and a now more muscular regulator…
The Top Class Wednesday Update has been eating mince pies since October and will not be accepting criticism

Ben counts down to Christmas, looks back at last year’s CII / PFS ‘Christmas Coup’ and isn’t convinced we’ll see a big name platform go out of business anytime soon.