A firm told to cease all regulated activity by the FCA after it breached an agreement to stop advising on pension transfers and another, named Financial Planning & Investment Limited, have both been declared in default.
Read more ...‘Financial Planning’ firm and FCA transfer ban business on failed list
- Thursday, 20 July 2017
- Articles

Deaths among over 75s fall but increase for 65-74 age range
- Thursday, 20 July 2017
- Articles

Live: State pension age rise to be brought forward
- Wednesday, 19 July 2017
- Articles

LIVE
The rise in the state pension age from 67 to 68 will be brought forward, it has just been announced in Parliament.
Read more ...New law ‘empowers people to take control of finance’
- Wednesday, 19 July 2017
- Articles

FinTech firms will get powers to access data from all of a consumer’s bank accounts.
Read more ...Planning firm's challenge features ex-England star
- Wednesday, 19 July 2017
- Articles

A three time Ashes winning ex-England cricket star has joined a Financial Planning firm’s nine-day 850-mile cycle challenge.
Read more ...Julie Lord: Planning firms must adapt service for older clients
- Wednesday, 19 July 2017
- Articles

Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.
Read more ...DB transfers: Advisers report big insistent client rise
- Wednesday, 19 July 2017
- Articles

More than two out of five of advisers (44 per cent) have seen a rise in the past year in the number of insistent clients wanting to push ahead with defined benefit pension transfers despite recommendations against.
Read more ...Big increase in divorces for couples aged 65 plus
- Wednesday, 19 July 2017
- Articles

Divorces between couples aged over 65 have increased by almost 40%, according to new research released by the Office for National Statistics.
Read more ...Financial Planning Today magazine's new issue is out now
- Tuesday, 18 July 2017
- Articles

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.
Read more ...Nearly 100 firms examined by FCA in DB transfer review
- Tuesday, 18 July 2017
- Articles

Nearly 100 companies have been examined by the FCA as part of its DB transfer advice investigations.
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