CISI's Financial Planners' fears over cost of Pensions Dashboard

The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.

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Julie Lord: Good Financial Planning's enemy is bad spending

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

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Financial Planners ‘storm’ PFS Forces event in Bolton

Stormtroopers, TIE fighters and Jedis have formed an unlikely alliance with Financial Planners as the PFS Forces conference jumped to hyperspace in Bolton this morning.

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Julie Lord: Why fancy cars are no measure of true wealth

I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.

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