The Pelican Briefing

Financial Planning Week 2025 #FPWUK

January 23, 2025

Blog

The first time I came across proper Financial Planning was when I was working for Lincoln National, training financial salespeople…

Am I Drinking Enough? Am I Smoking Enough? Am I Killing Myself Slowly, Fast Enough?

December 19, 2024

Blog

Cashflow planning involves using reasonable assumptions and mortality is one of those that is most commonly misunderstood when discussed with…

It’s beginning to look a lot like Christmas

December 13, 2024

Blog

Looks like some of the team at least have decided that it’s Christmas

Ah the pensions whisper shimmer in the haze of summer lawns

November 19, 2024

Blog

Having survived having to field questions on what the Budget might do for pensions, rather than settling back to balmy…

Going down a Pension Rabbit Hole in 2024

October 28, 2024

Blog

As we move into the final week before the Budget, I have found myself going down a Pension Rabbit Hole.…

Steve Hackett is 74

October 18, 2024

Blog

A little bit random possibly but I saw him at the Aylesbury Waterside theatre recently (nice to see that Friars…

McCloud Remedy : 25 pages of Guidance, 24 points noting information needed – simple?

October 11, 2024

Blog

October 6th 2024 was the date by which public sector pension schemes, such as the Teachers’ Pension and the NHS,…

Will 2024 be a Budget for Pensions?

September 27, 2024

Blog

With the Autumn Budget due, there are (as always) a lot of rumours flying around about what might or might…

Only in Pensions could one get misty eyed over 2006

September 20, 2024

Blog

In 2006 we had what was laughably referred to as Pension Simplification. It did anything but simplify pensions, and since…

3 things to remember about Inheritance Tax

September 13, 2024

Blog

Having mentioned Inheritance Tax in last week’s article, I thought that this might be a good point to revisit some…

Are Cashflow systems the new “Protection Umbrella”?

September 6, 2024

Blog

Back in the ‘80s, in the days of large direct salesforces from the likes of Prudential, Equitable and the MI…

What makes a good financial planner?

August 30, 2024

Blog

My previous article (blog; thought piece; incoherent ramblings) looked at the value of a financial planner, drawing primarily on Vanguard’s…

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