Find out where my head’s at this month. And no, it’s not THERE…
PS. Thanks to Hugh MacLoud for the very apt cartoon; see more of his ‘drawings on the back of business cards’ at gapingvoid.com
What am I doing?
AXA’s wrap project continues apace, consuming inordinate amounts of my time and effort, most of it in getting [...]
As financial planning processes have evolved over the last few years (soon to be commoditised, I think), the notion of identifying a client’s attitude to, or tolerance of, investment risk has become increasingly important. Indeed, it is a required element in order for a planning process to gain ISO 2222, the international standard for personal [...]
The first in a series of monthly posts providing an insight into what’s currently floating my boat…
What am I doing?
Overseeing the detailed design phase of Winterthur Life’s new In-retirement planning tool
Writing proposition requirements and planning the delivery of Axa’s Wrap Platform
Preparing articles on asset allocation, financial services websites, [...]
I’ve been on holiday in Manhattan for the last 5 days doing the usual touristy things with the wife and kids. Its been great fun, but it won’t come as any surprise to those of you who know me that I haven’t been able to entirely switch my brain away from work. So, here’s a [...]
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