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Introducing the Game Plan: A Holistic Approach to Financial Planning for Everyone

Hello, Planners!

I'm thrilled to share my latest article that delves into a revolutionary concept we've been working on at Planning My Life—The Game Plan.

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    At the recent Town Hall meeting, I raised the point that pensions are not as tax-efficient as they once were. This observation was not intended to criticise financial advisers but to highlight a shift in the financial landscape. The data supports this view, and it's crucial for us all to adapt to these changing circumstances for the benefit of our clients.


    The Unveiled Reality of Pension Allowance Charges: A Shift Towards Sustainable Livelihoods – Academy of Life Planning

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    🔍 Rethinking Retirement: A Fresh Perspective 🔍




    A recent FSCS study reveals that over half of UK adults are concerned about their financial well-being in retirement. While these concerns are understandable, I believe there's a more empowering approach to planning for the future.

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    📣 Why Sustainable Livelihoods Must Be at the Heart of Modern Retirement Planning



    📈 Recent data from the Office for National Statistics (ONS) reveals a paradigm shift in the UK's approach to work and retirement. A record 3.6 million people over 50 are now working part-time, a 12% increase since just last year.


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    🎉 Exciting Podcast Discussion: The Merits of Separating Financial Advice and Financial Planning 🎉


    Hello Lamplighters! 👋

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    The financial services industry often paints a grim picture of retirement, particularly for those without pensions. The narrative usually revolves around “cliff-edge retirements,” a term designed to induce fear and, consequently, encourage asset management services that come with fees. However, when we put the consumer first and integrate financial planning, technology, and advocacy against financial exploitation, a different, more hopeful landscape emerges. This article explores a retirement planning strategy that focuses on leveraging productive assets and entrepreneurial opportunities to create sustainable livelihoods.

    A New Paradigm for Retirement: Beyond Pensions and Towards Sustainable Livelihoods – Academy of Life Planning

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    Hello Lamplighters,

    I hope this message finds you well. As members of the Academy of Life Planning, you're already on a transformative journey towards creating a fulfilling and successful life for yourselves and your clients. Today, I'd like to share some actionable advice on how you can further grow your business and make an even greater impact.

    DIVERSIFY REVENUE STREAMS

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    A Friendly Offer of Accounting Support from Sirjeel

    Hello Lamplighters,

    We hope you're all doing well and making strides in your respective practices. We're delighted to share that Robin's website is now live, paving the way for more meaningful client interactions.

    In the spirit of community support, one of our esteemed colleagues, Sirjeel, has kindly offered to extend his expertise in accounting and finance to those who might need it. Sirjeel brings a wealth of knowledge in various areas, including:

    Accounting Services:

    • Business Start-ups: Initial accounting advice to get you off the ground.

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    🌟 Transform Your Financial Planning Practice with Game Plan Accreditation! 🌟

    Hello, esteemed colleagues and friends in the financial planning industry,

    Are you still relying solely on FCA-regulated financial investments to guide your clients' futures? If so, it's time to broaden your horizons and discover the transformative power of holistic financial planning through game plan accreditation.

    📌 Why Should You Consider Game Plan Accreditation?

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    Hello Lamplighters! A Beacon of Hope in Financial Planning: The need for blue water between advice and product!

    I hope you're all doing well. I wanted to share some recent findings from the FCA's Financial Lives Survey that reaffirm the importance of the work we're doing.

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