From content to content
13 February 2026Jargon! Our profession loves financial jargon and acronyms and seems to have been unable to shift away from this as time has moved on. Indeed, in some cases, just the opposite.
Each document, piece of provider literature, or element of a letter would normally focus on a specific product, tax rule, or the like, and this is important. However, from a client perspective, long, jargon-filled documents can cause confusion, and sometimes frustration in trying to understand what they currently have and, importantly, how they might benefit into the future.
This raises the question of how we can help to move from wordy financial content to a content client. The key point of course must be good communication, in all its formats, favouring clarity over complication. A good example might be the blog pages of this website…although we would say that!
In recent years, the Financial Conduct Authority (FCA) put in place the Consumer Duty, a new and positive set of rules which aims to improve (and has improved) consumer outcomes, including consumer understanding and support. Getting the right message to the right client in a timely fashion is important in achieving the right outcome for investment, pension and overall financial planning objectives.
Some recent feedback on Chapters Financial
Feedback, and the referrals we regularly receive, are always important in measuring and improving processes and outcomes, and we are always keen to hear how our clients feel about the support we provide. We’re delighted to say that the comments we receive are invariably positive, and some recent examples are as follows:
- Thank you, Keith, for your thoroughness and expert advice – I am so glad I was introduced to you!
- I have to say it has been so reassuring over the years to know you have ‘had our back’ financially. This is certainly very much appreciated now we are retired. Your guidance and advice has made the options we have now possible. Thank you so much
- Thank you and Vicky for all your assistance over the last couple of years. My only regret is that I didn’t find you earlier on my pension journey. It might have made things a lot easier!
- In conclusion everything has gone precisely to plan, and we thank you and your colleagues for your expertise. This element in our financial planning has emphasised the need to seek well qualified and professional advice when dealing with pension matters. Well done (you can quote me on that)
Hopefully most are content!
Summary
Many find the world of personal finance baffling, and it certainly can be. If you are one of them, then please do not feel that you are alone. If you are finding it challenging to get through the content of financial documents, jargon, and wording in order to be content with your pension, investment and financial planning, then please get in contact with the team at Chapters Financial to see how we can help. We can also signpost to other professionals if needed.
No individual advice is provided in the content of this blog, and we of course hope that it is clear.
Keith Churchouse FPFS
Director
CFP Chartered FCSI
Chartered Financial Planner
Chapters Financial Limited is authorised and regulated by the Financial Conduct Authority, number 402899
