|1966: Carry on Screaming – Thomas|
There are days when I’m very much “in the zone” and then there are days like today, when I am thwarted by incompetence. Financial planners rely on good information, the tired phrase “garbage in, garbage out” very much applies within financial planning. It is important that information is accurate. I have been working for a client that is due to reach a milestone birthday next week. We have made repeated requests to his pension company (a well-known Multi-national) for accurate information about what his funds are worth and what their options are for him. I need this in order to do a thorough job, frankly a proper one, assessing all his available options. So it is “disappointing” (one word for it) when we are told conflicting information and sent inaccurate details. This is not for a theoretical analysis, but is vital for something that will happen next week (we have been requesting information for months).
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