A Financial Planning firm’s MD claims ex-Chancellor George Osborne was “possessed with an inner-Gordon Brown” and called for pension complexities to be scrapped by his successor.
Read more ...'I want my story of beating cancer to help save more lives'
- Friday, 14 October 2016
- Articles

A Financial Planning firm’s first ever apprentice wants her story of beating cancer aged just 22 to help save the lives of other young women.
Read more ...‘Shattered’ retirement plans: Campaign going to court
- Friday, 14 October 2016
- Articles

A campaign sparked by the ‘devastating’ consequences of ‘shattered’ retirement plans is heading for the courts.
Read more ...It took my brother and client - planner's ride inspired by loss
- Friday, 14 October 2016
- Articles

A Chartered Financial Planner who has lost his brother and one of his longest standing clients to cancer has raised £10,000 by cycling from Venice to Rome.
Read more ...FCA finds “poor behaviour” in a sample of annuity sales
- Friday, 14 October 2016
- Articles

The Financial Conduct Authority is to order a number of firms to review annuity sales back to 2008 after finding evidence of “concerns” but says its review of non-advised annuity sales found no widespread “systemic” problems.
Read more ...Planner exam entrants mistaken over cashflow requirements
- Thursday, 13 October 2016
- Articles

Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.
Read more ...Sanlam entices Financial Planners to new partner scheme
- Thursday, 13 October 2016
- Articles

Sanlam is to begin offering to team up with Financial Planning firms by launching a partner scheme that could lead to buy outs in future.
Read more ...FPSB: Planners must clearly show value over robo-tools
- Thursday, 13 October 2016
- Articles

Certified Financial Planners will have to clearly show the value they provide above robo-advice tools as they become more common, the worldwide body for Financial Planning says.
Read more ...Transact reveals cuts to charges for 2017
- Wednesday, 12 October 2016
- Articles

Transact has revealed this afternoon that it will lower its charges from 1 April.
Read more ...Brown Shipley to acquire Manchester Financial Planner
- Wednesday, 12 October 2016
- Articles

A Financial Planning business is to be taken over by wealth firm Brown Shipley.
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