Paraplanners reveal extent of staff poaching by rivals
- Tuesday, 21 February 2017
- Articles
Recruiters and rival firms are tapping up Paraplanners on a frequent basis, due to the lack of required Paraplanning professionals, Financial Planning Today magazine has been told.
Read more...Unhappy clients won over by planner after 'really tough' start
- Thursday, 09 February 2017
- Articles
A Chartered Financial Planner has explained how she turned around a ‘really tough’ first meeting with unhappy clients who felt they had been neglected.
Read more...Julie Lord: Planners should consider this after Rory Percival warning
- Tuesday, 07 February 2017
- Articles
Julie Lord column
Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.
Read more...Sipps expert criticises 'very vague' FCA cap ad guidance
- Friday, 03 February 2017
- Articles
A Sipps expert has criticised guidance on complying with the new capital adequacy rules, describing some of it as “very vague”.
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