Financial Planner Sylvia Bentham CFPCM believes expenditure questionnaires are key to delivering a good financial plan.
Standard Life has reported an increase in platform assets to £12.6bn for the first quarter of 2012, according to its interim statement today. The figure is up 26 per cent from £10bn in 2011.
The Financial Services Authority has written to over 75,000 people warning them they may be at risk of investment scams.
Chief executive of the Investment Management Association Richard Saunders has added his support to the need for fairer FSCS funding.
Advisers are being urged to show their support in FSCS Action Day tomorrow to campaign for fairer FSCS funding.
Key Financial Planning figures are meeting in Dubai today to discuss the future of Financial Planning in the Middle East.
A ‘PPI Summit’ is being held today with major banks, credit card providers, regulators and the Financial Ombudsman Service to persuade all parties to work together to improve the claims process.
Consumers who plan what to do with their finances are saving almost double those who worry about their finances, according to National Savings & Investments.
The first payments have been made by the Financial Services Compensation Scheme to victims of MF Global.
The Bank of England’s deputy governor Paul Tucker has forecast that inflation could remain at three per cent until the end of the year.
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