A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.
Read more ...Cashflow modelling expert says cashflow model NOT essential
- Friday, 02 December 2016
- Articles

Unregulated investments: FCA urged to act as extra levy looms
- Friday, 02 December 2016
- Articles

The Association of Professional Financial Advisers has called for the FCA to act swiftly to strengthen rules on unregulated investments.
Read more ...Dementia client among vulnerable sold 'alternative investments'
- Friday, 02 December 2016
- Articles

A firm selling ‘alternative investment’ products, including ‘fancy coloured’ diamonds, to investors including a number of vulnerable people such as a dementia sufferer, has been ordered into liquidation.
Read more ...Planning firms can get nearly £10k to pay for apprentice
- Thursday, 01 December 2016
- Articles

Financial Planning firms are to be offered up to £9,600 if they take on an adviser apprentice.
Read more ...FCA to ban adviser over £112m alternative investments
- Thursday, 01 December 2016
- Articles

An adviser is set to be banned and fined over his firm’s advice to 1,661 customers on making £112million of alternative investments.
Read more ...FSCS boss warns advisers they face extra levy over Sipp claims
- Thursday, 01 December 2016
- Articles

Advisers have been warned this morning they face an extra FSCS levy next year as a result of rapidly growing claims related to Sipps.
Read more ...Bellpenny Financial Planning boss exits for advice firm
- Thursday, 01 December 2016
- Articles

Bellpenny’s acting head of Financial Planning has left to join a national firm of financial advisers.
Read more ...Revealed: Lowest savings and ISA rates published by FCA
- Thursday, 01 December 2016
- Articles

ISA interest rates are as low as 0.05% among 32 mainstream providers, a probe has shown, as new rules come into force today.
Read more ...Average age of mums and dads rises by almost 4 years
- Wednesday, 30 November 2016
- Articles

The average age of mums and dads in England and Wales has risen by almost 4 years over the last 4 decades, according to new analysis.
Read more ...Cashflow modelling key in new UK adviser apprentice scheme
- Wednesday, 30 November 2016
- Articles

Cashflow modelling has been included among the key competencies required of trainee advisers entering a new national Government apprenticeship scheme.
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