That was then, this is now

A reflective look at retirement planning

Damian

Head of Engagement

Damian Davies of the Timebank takes a reflective look at how planning for retirement has changed over the years, and how the role of professional advice has evolved.Read Damian's latest article in IFA Magazine here

Start working with us

At The Timebank, we help ambitious financial planning firms focus on what matters most: their clients with expert paraplanning.

01432 355 322

Get in touch

More resources

HMRC's property valuation crackdown has executors in its sights

HMRC is taking a keener interest in residential property valuations on inheritance tax returns. If a figure looks light, the taxman is increasingly likely to ask questions.

Is the FCA finally catching up with finfluencers?

Regulated advisers have spent years watching financial nonsense spread across social media while worrying about whether every risk warning is displayed in precisely the right way.

Start working with us

Our model is simple: take a journey through our collection of carefully crafted itineraries which are designed to excite and inspire you.

Get in touch