The new issue of Financial Planning Today Magazine is out and features exclusive highlights from our annual Financial Planning Profession Survey - find out how the sector has survived, and in some cases thrived, during the pandemic.
Read more ...New: Latest issue of Financial Planning Today Magazine is out
- Tuesday, 20 July 2021
- Articles

Transact FUD rises 7.2% as IFAs place £1.99bn
- Tuesday, 20 July 2021
- Articles

Funds under direction (FUD) for adviser platform Transact rose 7.2% over the quarter ending 30 June.
Read more ...Government launches LPA review
- Tuesday, 20 July 2021
- Articles

The Office of the Public Guardian (OPG) has launched a 12-week consultation today with a view to reforming the process of creating and registering a lasting power of attorney (LPA).
Read more ...Half Financial Planners only consider ESG on request
- Tuesday, 20 July 2021
- Articles

Over half (52%) of Financial Planners only consider ESG criteria for retirement portfolios when requested by the client, according to new research.
Read more ...Govt considering NI increase to solve care crisis
- Tuesday, 20 July 2021
- Articles

Prime Minister Boris Johnson is considering increasing National Insurance to fund a long-term reform of social care, according to reports released this morning.
Read more ...Ombudsman accuses DWP of maladministration
- Tuesday, 20 July 2021
- Articles

The Parliamentary and Health Ombudsman has accused the Department for Work and Pensions (DWP) of failing to provide accurate, adequate, and timely information about changes to the State Pension age for women.
Read more ...FCA proposes PRIIPS rule shake-up
- Tuesday, 20 July 2021
- Articles

The Financial Conduct Authority (FCA) has proposed scrapping the requirement for packaged retail investment and insurance-based products (PRIIPS) providers to include performance scenarios in communications to clients.
Read more ...WH Ireland achieves Chartered status
- Wednesday, 21 July 2021
- Articles

Wealth management firm WH Ireland has achieved corporate Chartered Financial Planning status from the Chartered Insurance Institute (CII).
Read more ...Savers can avoid 2028 pension age increase
- Wednesday, 21 July 2021
- Articles

Savers looking to transfer their pension have been offered the opportunity to avoid the normal minimum pension age increase in 2028 under new draft legislation proposed by HMRC.
Read more ...FCA secures £25m more for SIPP investors
- Tuesday, 20 July 2021
- Articles

The Financial Conduct Authority has secured £25m more compensation for 4,500 investors in the failed Park First scheme which saw investments sold to a number of SIPP investors.
Read more ...