Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped a client who was plunged into uncertainty in middle age after being unexpectedly made redundant.
Read more ...Julie Lord: How we came to aid of client after sudden job loss
- Tuesday, 20 December 2016
- Articles

Sipp fee schedule changed after advisers demand simplicity
- Tuesday, 20 December 2016
- Articles

A pensions firm has started a new fee schedule for its Sipp, which it claims will simplify charges.
Read more ...New Paraplanner hub set up by firm was inspired by Powwow
- Tuesday, 20 December 2016
- Articles

The Paraplanners Powwow has inspired a pensions firm to create a new online Paraplanning hub designed to help them access all of the information they need quickly and easily.
Read more ...Pension exit charges scrapped by financial mutual
- Tuesday, 20 December 2016
- Articles

'Advisers' key role must be stressed by new version of MAS'
- Tuesday, 20 December 2016
- Articles

The new financial guidance body set to replace The Money Advice Service must put consumers directly in touch with qualified advisers, a pensions firm says.
Read more ...Four advice firms bought out in deals totalling £10.5m
- Monday, 19 December 2016
- Articles

A financial advisory group has bought four firms for £10.5m, it has revealed this afternoon.
Read more ...3 guidance bodies face axe as govt reform moves ahead
- Monday, 19 December 2016
- Articles

The Government has confirmed its plans to create a single consumer financial guidance body to replace the Money Advice Service, The Pensions Advisory Service and Pension Wise.
Read more ...Nucleus snaps up James Hay's former tax specialist
- Monday, 19 December 2016
- Articles

An ex-James Hay tax specialist has moved to Edinburgh based platform Nucleus.
Read more ...Female pensions expert speaks against gender diversity scheme
- Monday, 19 December 2016
- Articles

A leading female Sipps and pensions expert says she has spoken against a Government-led initiative to promote greater ‘gender diversity’.
Read more ...Women heading for poverty in later life, says CII
- Monday, 19 December 2016
- Articles

Women are heading for poverty in later life, a Chartered Insurance Institute report has warned.
Read more ...