Passing away of Mike Morrison
7 November 2017
We are sad to report the passing away of Mike Morrison, head of Technical at AJ Bell. Mike was a regular commentator and columnist for Professional Paraplanner.
Mike was well known, liked and respected within the industry that he worked in for almost 30 years through roles at Winterthur Life, AXA Wealth before joining AJ Bell.
Mike was a regular press commentator and a veteran of the adviser seminar circuit, speaking to hundreds of advisers every year.
Mike was 55 and had a wife and young daughter.
Speaking today about Mike, Andy Bell, chief executive at AJ Bell, said: “Mike was never more comfortable than when he was in a room full of financial advisers talking about complex pension topics in his unique, engaging and light hearted way. He was one of the most popular pension commentators in the industry and leaves behind many friends and colleagues. Most importantly he was a dearly loved husband and father and our thoughts and support are with his family at this difficult time. He will be sorely missed by everyone at AJ Bell.”
Professional Paraplanner editor Rob Kingsbury said: “I’ve know Mike since his time at Winterthur Life. There are few people in this industry so charming, affable and knowledgeable in his field. He will be sorely missed and my and the magazine team’s thoughts are with his family.”
ATEB Consulting’s Steve Bailey examines why and how Paraplanners should consider a workplace pension in a pension transfer recommendation. Firms involved with...
Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc, adding the cashflow planning capability to its suite...
The majority of paraplanners (58%) find suitability report writing software a useful tool but only if used in tandem...