TFP Financial Planning, Dan Haylett | Why Financial Planning Must Go Beyond the Spreadsheet
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Learning: Unstructured
Spreadsheets and projections might win awards, but they rarely win hearts. Dan Haylett lays bare the seismic shift underway in UK financial planning: the age of number-crunching is ceding ground to behavioural insight. Why are so many retirees still paralysed by spending fears despite healthy financial plans?
