Olabambo Molade

Breaking Barriers: The Rise of Black Independent Financial Advisors https://lnkd.in/d6V_dgsA Mark Davids, Managing Director - Motswedi Economic Transformation Specialists There are many black independent financial advisors (IFAs), but not too many have accumulated books of clients comparable to larger financial advisers and group companies Competence Not a Problem The perception of poor black IFA competence is being overcome. Not long ago, black individuals seeking personal financial planning would rarely consider advice from anyone other than a white male advisor. The legacy of apartheid lingered, with the perception that competence resided solely within one demographic... #FinancialEmpowerment #InclusiveFinance #TransformationInFinance #FinancialInclusion #DiversityInFinance

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After a few teething issues (nothing new there with IT things), we are pleased to announce that the Accord Academy is now live! 😁 👏 The Accord Academy is ESG Accord's free to access online CPD and training platform, accessed via the Accord Initiative. Our first course looks at Greenwashing, and is built for for anyone authorised by the FCA. This is now available to access and our main adviser CPD course will go live in the summer. #compliance #knowyourcustomer #sustainableinvesting  #ESG #investgreen #ESGinvesting #sustainablefinance #financialadvisers #financialadvice #pensions #investmentplanning #financialplanning https://lnkd.in/epAXHEhz

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Our Chief Economist @Sebastianburnside delves into the insights from our latest Regional PMI Report to discuss economic growth trends, cost pressures and business output across all nations and regions of the UK. https://lnkd.in/e2HMr8bu

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The Pensions Management Institute (PMI) Pinnacle Awards 2024 – A night to remember! Nominate a STAR IN THE MAKING! What will we be looking for? • How the individual has made a quantifiable contribution to the organisation and/or its customers and other stakeholders, that goes beyond the requirements of their course. Please also highlight the person’s passion for and commitment to a career in the pensions sector. • A unique set of skills and how they have been applied to a particular problem or issue. • Any new ideas brought about as a result of the individual’s work. • The ways in which the individual has made their mark at the organisation, including any benefits they brought. • Ways in which the individual has inspired others in the organisation Submit your nominations by June 14th 2024. With 13 prestigious awards spanning across 3 dynamic themes, the Pinnacle Awards honour excellence in the industry. 28 November 2024 | 18:00 Submit your nominations here: https://lnkd.in/e-tsjVPU #PMIPensions #Pensions #PinnacleAwards2024 #ExcellenceInPensions

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The Pensions Dashboards Programme is moving forward again, but will it succeed? First Actuarial’s Robert Wakefield, President of the Pensions Management Institute (PMI), asks how the industry can ensure pensions dashboards are a success. Read the article in Professional Pensions (note that you may need a subscription to access it): https://lnkd.in/d8wuS6uq

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The ultimate question schemes should ask is, just how complete can matching coverage be? Our latest article tackles this question head-on, exploring strategies to optimise matching coverage in the Pensions Dashboards Programme (PDP). Discover actionable insights to ensure accurate connections between pension holders and their records. https://hubs.li/Q02DhK3p0 #PensionsDashboards #DataMatching #Optimisation

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We know that financial uncertainty always requires a step forward, especially when it comes to pensions and retirement plans. Our pensions and retirement professionals bring together transforming, restructuring and turnaround strategy to help clients to transform their pension strategies using extensive industry expertise. Visit our website to see all the services we offer: theecosysbiz.com 🌐 #finance #financialplanning #ecosysbiz

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Struggling with budgeting? See it as your fiscal guide! 🧭 A well-balanced budget is the cornerstone of financial stability. Engage with us on our website for a chat. Let's journey towards your financial success together. #FiscalGuide 👉🏻 factsandfigures.co.uk

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Great to see The Society of Pension Professionals and our President Sophia Singleton featured in the Professional Pensions magazine Pensions Commission today. Together with Pensions and Lifetime Savings Association, Pensions Management Institute (PMI) and the Association of Consulting Actuaries we have set out our views on the future of pensions ahead of today’s general election. https://lnkd.in/eW4pSMYz #pensions #pension #retirement #publicpolicy #policy #politics #government #SPP

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Would you like to understand your pension options?    Pension decisions are crucial for your financial future. Headway Wealth is here to help you navigate the complexities of workplace pensions,SIPPs, QROPs, amongst others.    We recently assisted a client in making an informed choice, and they were thrilled with the guidance (see our 5-star review!).    Our team of financial advisers can provide a clear analysis of your options, considering both benefits and risks.    Direct message us today for a no-obligation consultation.     #pensionplanning #financialadvisors #retirementsecurity #HeadwayWealth  Capital at risk.

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I can’t wait to co-host my Scale up business Roundtable at the end of this month with Tech London Advocates & Global Tech Advocates with the incredible Russ Shaw CBE This is going to be a discussion all about setting the stage to enable and support growth. We will discuss; - Funding - Talent acquistion - Finance - Technology - Governance - Insurance and Legal - navigating international market - Partners - Purpose & more Certain as always, the chat will go in a thousand different directions. It is the most subscribed one to date and we have superb guests that can speak to several of the above key aspects of scaling a business. These events are a true passion project for me. Bringing together leaders who are all trying to “get it done” in their business area or sector. Sharing insights and getting better together. Watch this space. #scaleup #finance #funding #legal #insurance #talent #governance

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Over the past few decades, the pensions landscape has undergone a monumental shift, giving individuals control over their own pensions. However, many fail to take advantage of this opportunity, often neglecting their pensions until it’s too late to make significant changes. In this week's #TheBrief article Toby Willis, CFA, Investment Manager, highlights strategies to maximise your pension benefits: https://bit.ly/3VbkpoN #PensionPlanning #WealthManagement #FinancialWellbeing

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LGPS funds - do get in touch if you would like to discuss how to reduce your backlogs in advance of dashboards being introduced.

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❗ We must do more to support socio-economic diversity in the pensions industry❗ In our latest Professional Pensions column, NextGen Research & Insights Committee Chair, Mark Ormston, delves into our new research on socio-economic diversity and what's needed to push the conversation forward on this important issue. #Pensions #SocialMobility #DEI

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Embark on your pension journey with Derradda. Planning for retirement means taking charge of your pensions. Let Derradda be your guide as we uncover old pensions you may have forgotten, clarify your options and steer you towards the optimal investment strategy that is align with your needs and objectives. Enjoy the benefits of compound interest and a well-diversified portfolio designed just for you. Start your pension journey with confidence. Schedule a Free consultation with our experts. Call 01 818 6104 or email us at info@derradda.ie #pension #pensionplanning #EnhanceYourPension #RetirementPlanning #retirement

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Research from the Pensions Management Institute (PMI) reveals that 49% of workers have changed their retirement plans due to the cost-of-living crisis. To avoid retiring later than planned, or not having enough saved in retirement, employees need access to the best benefits and tools to help them maximise their contributions and learn about the options available to them. My Money Matters gives employees in the public sector access to the cost-effective retirement benefit of Shared Cost AVCs (Additional Voluntary Contributions) alongside clear and effective retirement education. We're on a mission to help employees understand how their pensions work and how much they'll need to save for retirement. Learn more today: https://lnkd.in/eGqWM4Nv #retirement #financialwellbeing 

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Quick! its not too late! FSSC Report Launch - Wednesday 24th April, 0830 - 1000 - online Please join us tomorrow morning for our annual update on the skills challenge in Financial Services and things are changing. Some great speakers will join us to outline how we are progressing in terms of narrowing the skills gaps, better understanding proficiency, and looking at the impact of trends such as embracing AI in work. https://bit.ly/3vyX6uQ

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Is PMI the new CIC? And are there too many TLAs in our world? Thought-provoking insights from Cameron Roberts and experts about the demise of our public health sector and relationship with PMI demand. There's no overnight fix to the state and performance of the NHS, and if it ever recovers, there's the important matter of choice that PMI offers. I agree with Kyle Godden that we may (and should) end up with a three tier system, there is certainly room and need for lower-cost, more targeted PMI solutions (focusing on diagnostics and core benefits). But this also highlights the importance of advice for PMI too - with so many choices and the beartaps of moratoriums - there's a strong case for an advised broker model vs direct insurer. Consumer Duty anyone? LifeSearchAlan Richardson Dip CII Christopher Paul Mooney Poonam Khan Alastair Smart Paula Bertram-Lax Ricky Butler Debbie Kennedy Rose Howarth #healthmatters #protectingpeopleproperly #refreshingprotection #privatehealth

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