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The Weekly Waffle

Public·38 members

🧇 The Weekly Waffle - Fresh Gossip from the Academy's Town Hall - The Friday Lunch Bunch, 12th April 2024 📅

Hello there, Steve🌟

Pull up a chair for our weekly chinwag courtesy of the Friday Lunch Bunch at the Academy of Life Planning's utterly marvellous Town Hall. On today’s menu: 🍴


  • 🌞 Sunlife & Standard Life peddle panic with doomsday pension pitches, warning of cliff-edge retirements and poverty. 📉 They conveniently forget many retirees choose part-time gigs to ease into their golden years, mixing work with play. 🕒💼

  • 📊 Financial planning vs. financial advice? It's all a muddle, typically favouring industry bigwigs over the little guy. Brian Foster of The Financial Caddie® is calling for a clear divide, pushing for transparency and a fair deal in finance. ✂️👀

  • 📚 Discover how a whopping 86% of advisers claim regulation is bashing their mental health. Our advice? Ditch the red tape without quitting financial planning, and look after your own wellbeing, not just your clients'. 🧠💼

  • 🎯 St James’s Place, a titan in UK wealth management, is under fire for dishing out a hefty £920 million in iffy business loans. This heaps undue stress and debt on advisers. Fancy a way out? Drop SJP, dodge the debt (for now), and rejoin the financial planning fray. 🏦➡️💼

  • 🎩 Old-school financial advice? Not exactly a hit with the masses who need it most. We reckon there's a smarter way to help, especially the underserved. 🌍 To all Academy bods: give our article a read and weigh in. Got any bright ideas to genuinely support these folks? Let’s get our heads together and make waves! 💡🌊

  • 🤖 What on earth is AI? What's it good for, and honestly, why should you care? Plunge into McKinsey's deep dive to unpack AI’s vast potential and its moral maze. 🧠✨

  • 🎥 Tune in to our Partner Parade VOD for a nosy into the T&t Plan by Today & Tomorrow. Essential viewing if you fancy mastering your finances for now and the future. 🌟💼

  • 🖼️ DALL·E: Your digital Picasso. Describe whatever wild idea you've got, and watch it whip up a picture to match. Simple as that. 🎨✨

  • 📣 Heads up, members! Missed our live CPD Masterclass: "The Intangible Asset Manager"? No stress, catch it all on demand. 📺 Click the link for the full video and exclusive notes, free with your membership. Packed with insights, but remember, live is always more lively. 🎬✨

  • 🎉 Excited to reveal our latest read: "Re-envisioning Retirement: Retirement Plans Are Not Just Pension Plans!" Dive into this article that goes beyond the usual, exploring how to mix sustainable livelihoods with your pension planning. 🌱💼

  • 💸 Brits have been fleeced out of £2.6 billion in investment scams since 2020, with con artists nicking £13 million weekly. From snazzy fake sites to crafty social ads, these crooks are levelling up. 🕵️‍♂️ Stay sharp, protect your stash!

  • 💷 In today’s murky financial waters, distinguishing between advice and investments is getting trickier. The urgency for clear-cut honesty in financial advice couldn't be higher. FT Adviser highlights a whopping £612 million lost to UK investment fraud last year, we stress the need to split financial advice from investment products. 🔍🚫💼

  • 🗺️ The map to lifelong peak health? Crystal clear and mostly in our hands. But cracking that code means questioning the dusty old rules steering us and the powers-that-be. 🔓🚫

  • 📜 Father Louis Gunzelman’s Human Rules: #1. You get a body. Love it or loathe it, it’s yours for the whole show. 🎭

🍷🚪 That's all, folks! Cheers to today’s Town Hall attendees - another saga in the Academy's Friday Lunch Bunch epic. 🎬 You're free to go, but not without some homework (typical, right?) - follow the breadcrumb trail of hyperlinks we've left. 📎 That’s this week’s gossip session wrapped. Fancy a trip down memory lane? Peek at past pranks or snag a spot at our next natter session (April 19th, 2024, 12:00 PM London) for top-tier banter and laughs. 🎟️🕛 Curtain call on today's chatter! Until next time, keep those waffles flying. 🧇



Steve Conley

The Big Cheese, Academy of Life Planning




P.S. If you know anyone who would like to be added to our mailing list, please share this link.


Websites: Academy of Life Planning, Planning My Life, Financial Life Coach, Steve's Blog.


Copyright the Academy of Life Planning Limited 2023. Contact us by email at The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.


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