Pensions Dashboard Programme: Phase Two Testing Underway – What Advisers Need to Know
The long-anticipated Pensions Dashboard Programme (PDP) has reached a major milestone, with the second phase of consumer testing now underway for the MoneyHelper Pensions Dashboard. This marks a significant step towards giving individuals a secure, single online location to view their pension information, including State Pension and private pensions. For those studying or working in financial services, particularly pensions and retirement planning, understanding what […]
From Admin Assistant to Business Owner
From an admin assistant to a business owner, Matthew’s journey in the financial advice sector is nothing short of inspiring. His story, nurtured by a strong academic foundation and invaluable training and hands-on experience as a delegate of the St. James’s Place Financial Adviser Academy, showcases the transformative power of dedication and continuous learning. Join […]
Planning an alternative route
BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro Name: Dylan Ellis Job title: Adviser Previous industry: Financial services Key transferable skills:Problem-solving, drive, communication Location: London Dylan Ellis joined the St. James’s Place Financial Adviser Academy in 2022, after an […]
How many lives can you change in a week?
One of the main reasons advisers tell us they love what they do, is because they have the capability of changing lives. This article, brought to you by our featured company, St. James’s Place Financial Adviser Academy, explores how many lives you can change in just a matter of one week. In her roles of […]
The Olympic games and financial advice may have more in common than you think
As the 2024 summer Olympics in Paris get underway, athletes from the world over will battle it out for glory. So to mark the occasion, we wanted to look at the parallels there are between the games and financial advice. It’s a marathon not a sprint Events like the 100m usually draw the biggest crowds […]