Dan Miles


Retirement planning: ‘It’s not all about returns’

A combination of product and advice solutions are required in addressing the challenges of retirement planning, says Craig McCulloch, senior consultant, Milliman. McCulloch (at right in the picture) told the 2015 Post Retirement Conference that product solutions can often be sold as a cure-all for retirement planning. “Invariably they are sold as some kind of […]
Professional Standards

Fair fees a one-way street, paper shows

Financial planners must turn their back on cheap dealer groups and start paying a fair price for licensing and compliance if they’re to earn the respect and credibility they desire, states an explosive new white paper written by leading industry experts. The Sky is Falling, written by executive chairman of Fortnum Financial Advisers Ray Miles, […]