Technology 'disrupters' will change the face of financial planning over the next few years but Paraplanners will continue to be in demand, predicts Colin Sloss, senior business development manager at technology firm IRESS.
Read more ...Size of firm no excuse for poor diligence - FCA's Hewitt
- Thursday, 26 May 2016
- Articles

FCA lead associate Christopher Hewitt, an expert in due diligence, says 'size doesn't matter' when it comes to Paraplanners and Financial Planners complying with regulatory due diligence demands.
Read more ...Ombudsman reports 23% increase in pension complaints
- Thursday, 26 May 2016
- Articles

The Financial Ombudsman’s annual review has revealed a significant increase in complaints about personal pension plans.
Read more ...Fund ratings firm adds 0.25% fee investment platform
- Wednesday, 25 May 2016
- Articles

Fund research and ratings group RSMR has launched its own platform offering a combined platform and model portfolio fee of 0.25%.
Read more ...Till to step up at Aegon as Jarrett retires
- Wednesday, 25 May 2016
- Articles

Aegon manager Mark Till is to step up to a larger role following the retirement of Duncan Jarrett, managing director retail, at the end of June after 30 years at the firm based in Edinburgh.
Read more ...Benefits exceed taxes for nearly 51% of households
- Wednesday, 25 May 2016
- Articles

Nearly 51% of households received more benefits then they paid in taxes, according to the government’s official statistics firm, ONS.
Read more ...Live: CISI Paraplanner conference gets underway
- Wednesday, 25 May 2016
- Articles

Paraplanners have begun gathering in Warwick today for the CISI Paraplanner Conference, with attendance over the two days estimated at around 150.
Read more ...Live: Delegates pour in to begin Paraplanner conference
- Wednesday, 25 May 2016
- Articles

Over one hundred delegates poured into the main hall for The Paraplanner Conference 2016 this morning and you can follow all the activity here on Financial Planning Today.
Read more ...Delegates praised for Paraplanner Conference 'buzz' and interaction
- Wednesday, 25 May 2016
- Articles

The co-chairmen of the CISI Paraplanner Conference this afternoon praised delegates for their high level of interaction and engagement with the sessions.
Read more ...UK Financial Planner presents on divorce at international event
- Wednesday, 25 May 2016
- Articles

A British Financial Planner has been invited by organisers of an international conference to offer delegates his expertise as a financial neutral in matters of divorce and separation.
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