A life obsessed with sport
Outside of work, my life largely revolves around sport. Hi, I’m Tom, and I’m addicted to sport.
The Top Class Wdnsday Updat has donated its E’s
Mark Polson is back for this week’s #Update, dropping E’s (of the letter variety) in tribute to Aberdeen’s name change.
Paraplanning, newbies and AI: SOTAN in three charts
State of the Advice Nation, wave seven, has officially landed. Here’s a snapshot of some of the latest findings that caught our attention.
Steven Levin: “We want to build you a model for future clients”
Quilter CEO Steven Levin chats to Mark about business models, platform personalisation and how to ‘incubate’ the advice clients of the future.
The Top Class Wednesday Update always provides ongoing service
Box Office Mike Barrett takes the helm for this week’s #Update and there’s only one topic of discussion this week – the outcome of the FCA’s ongoing advice review.
Tax, financial planning and where the two meet
Recent policy changes mean tax planning and more technical advice could be set for a comeback. Is this something the profession is ready for?
The Top Class Wednesday Update goes a-crofting
Mark Polson talks pensions (and some platform pricing) in this week’s #Update, sparked by an unexpected state pension discussion onstage at a recent Fish gig.
The Top Class Wednesday Update divided and then conquered
Mark Polson is back in God’s country in this week’s #Update and is reflecting on another successful lang cat live event.
We divided and conquered…
We have completed #langcatlive but there’s a lot more to come…
The Top Class Wednesday Update is on the way
As Mark heads South for #langcatlive Divide and Conquer, he is enjoying taking some time out to reflect on previous events from days gone by.
