A Financial Planning firm has promoted one of its bosses to head of investment management 17 years after he began with the company on a work experience placement.
Read more ...Ex-work experience boy rises to be a boss at Financial Planning firm
- Wednesday, 31 August 2016
- Articles

Treasury's £500 advice handout can be spent on robo-adviser
- Wednesday, 31 August 2016
- Articles

A £500 pensions advice allowance for future retirees would be available to spend on robo-advice as well as a traditional adviser, the Government has revealed.
Read more ...Planner's fear over new Sipp rules taking effect this week
- Tuesday, 30 August 2016
- Articles

A Chartered Financial Planner has expressed fears over ‘unintended consequences’ of the new capital adequacy regime for Sipp firms, ahead of its implementation in two days.
Read more ...Care cost planning shunned by 60% taking pension cash
- Tuesday, 30 August 2016
- Articles

About 3 in 5 people who have taken money out of their retirement savings under the pension freedoms have ignored future care costs, a report found.
Read more ...Rise in income protection policies for first time since 2007
- Tuesday, 30 August 2016
- Articles

The number of individual income protection policies has increased for the first time since 2007, new figures have shown.
Read more ...Financial Planning group buys network of advisers for £4m
- Tuesday, 30 August 2016
- Articles

A Financial Planning business has bought a network of advisers for about £4m.
Read more ...Paraplanning boss speaks up against new standard
- Friday, 26 August 2016
- Articles

The CISI told Financial Planning Today this week it was due to hold further talks with counterparts at the CII over moves to develop a Paraplanning standard.
Read more ...STEP tells HMRC: Don’t deter legitimate tax planning
- Friday, 26 August 2016
- Articles

The Society for Trust and Estate Practitioners has urged the Government not to make advisers shy away from legitimate tax planning.
Read more ...PFS and APFA meet FCA over ineffective suitability reports
- Friday, 26 August 2016
- Articles

The Personal Finance Society has met with the FCA, FOS and APFA to discuss “ineffective and overcomplicated” suitability reports.
Read more ...Planner: If you fail to embrace change you'll be left behind
- Friday, 26 August 2016
- Articles

A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.
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