Five things clients will call you about this week

FIVE THINGS

clock

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

Financial life planning We've been following the development of financial life planning here on IFAonline and it seems the nationals are also taking note. The Telegraph ran a rather straightforward piece on the movement, which aims to transform the client's relationship with money, asking whether it was all worth it. It spoke to both George Kinder, the father of financial life planning, as well as a UK practitioner. The description of financial life planning as "hippy nonsense" may have left readers unsure about its value. Carbon credits Another week, another warning about carbon ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

Net flows up 42%

Cristian Angeloni
clock 23 April 2026 • 2 min read
Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Dan Brocklebank makes keynote speech at PA360

Isabel Baxter
clock 23 April 2026 • 2 min read
Four Asian investment lessons in the face of turmoil

Four Asian investment lessons in the face of turmoil

South Korea, Vietnam and Indonesia have suffered some of the biggest falls since the start of the war

Gabriel Sacks
clock 23 April 2026 • 4 min read